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 4-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 | $9,413 | $29,660-68.3% | $56,411-83.3% | $80,856-88.4% |
| Participation rate | 76.7% | 41.6%+35.1pp | 52.5%+24.3pp | 67.6%+9.1pp |
| Annual return | 12.87% | 35.23%-22.4pp | 1701.33%-1688.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $944 | $669+41.1% | $1,039-9.1% | $2,755-65.7% |
| Participant deferral / active EE | $1,686 | $1,226+37.6% | $1,952-13.6% | $4,296-60.7% |
| Admin fee / account holder | $186 | $2,428-92.3% | $2,829-93.4% | $6,918-97.3% |