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 3-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 | $8,724 | $99,918-91.3% | $81,382-89.3% | $145,922-94.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 12.58% | 34.32%-21.7pp | 24.73%-12.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $626 | $2,978-79.0% | $2,463-74.6% | $4,660-86.6% |
| Participant deferral / active EE | $1,728 | $4,605-62.5% | $3,883-55.5% | $6,688-74.2% |
| Admin fee / account holder | $41 | $8,212-99.5% | $5,768-99.3% | $13,397-99.7% |