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 | $7,963 | $107,452-92.6% | $91,541-91.3% | $142,382-94.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 19.10% | 22.06%-3.0pp | 20.50%-1.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $918 | $2,994-69.3% | $2,505-63.3% | $4,299-78.6% |
| Participant deferral / active EE | $1,154 | $4,754-75.7% | $4,008-71.2% | $6,507-82.3% |
| Admin fee / account holder | $145 | $8,834-98.4% | $6,956-97.9% | $12,624-98.9% |