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 7-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 | $9,273 | $58,208-84.1% | $81,812-88.7% | $80,856-88.5% |
| Participation rate | 87.5% | 63.4%+24.1pp | 72.3%+15.2pp | 67.6%+19.9pp |
| Annual return | 15.00% | 41.66%-26.7pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $813 | $2,340-65.3% | $2,912-72.1% | $2,755-70.5% |
| Participant deferral / active EE | $1,364 | $3,281-58.4% | $4,319-68.4% | $4,296-68.2% |
| Admin fee / account holder | $71 | $4,981-98.6% | $7,386-99.0% | $6,918-99.0% |