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 6-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 | $8,731 | $37,426-76.7% | $77,482-88.7% | $79,858-89.1% |
| Participation rate | 92.6% | 41.5%+51.1pp | 54.2%+38.4pp | 69.6%+23.0pp |
| Annual return | 33.18% | 39.70%-6.5pp | 54.79%-21.6pp | 31.71%+1.5pp |
| Employer contribution / active EE | $4,062 | $637+538.1% | $986+311.8% | $2,471+64.4% |
| Participant deferral / active EE | $2,152 | $1,260+70.8% | $1,861+15.6% | $3,740-42.5% |
| Admin fee / account holder | $169 | $2,504-93.3% | $2,858-94.1% | $5,306-96.8% |