See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,808 | $99,877-92.2% | $84,966-90.8% | $145,922-94.6% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 17.62% | 83.76%-66.1pp | 66.38%-48.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,332 | $3,231-58.8% | $2,727-51.2% | $4,660-71.4% |
| Participant deferral / active EE | $1,972 | $5,291-62.7% | $4,519-56.4% | $6,688-70.5% |
| Admin fee / account holder | $15 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |