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 | $9,766 | $100,773-90.3% | $88,946-89.0% | $142,382-93.1% |
| Participation rate | 76.2% | 74.3%+1.9pp | 68.8%+7.3pp | 80.1%-3.9pp |
| Annual return | 20.91% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $969 | $2,918-66.8% | $2,555-62.1% | $4,299-77.5% |
| Participant deferral / active EE | $1,742 | $5,230-66.7% | $4,581-62.0% | $6,507-73.2% |
| Admin fee / account holder | $58 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |