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 | $8,889 | $80,717-89.0% | $154,803-94.3% | $84,808-89.5% |
| Participation rate | 74.4% | 66.8%+7.5pp | 78.1%-3.7pp | 68.3%+6.0pp |
| Annual return | 41.29% | 37.96%+3.3pp | 58.88%-17.6pp | 40.90%+0.4pp |
| Employer contribution / active EE | $395 | $2,761-85.7% | $4,305-90.8% | $2,631-85.0% |
| Participant deferral / active EE | $1,275 | $3,303-61.4% | $5,540-77.0% | $4,212-69.7% |
| Admin fee / account holder | $83 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |