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 | $6,824 | $96,635-92.9% | $86,612-92.1% | $139,434-95.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 31.17% | 106.41%-75.2pp | 591.07%-559.9pp | 372.94%-341.8pp |
| Employer contribution / active EE | $1,315 | $3,263-59.7% | $3,022-56.5% | $4,751-72.3% |
| Participant deferral / active EE | $1,619 | $4,836-66.5% | $4,438-63.5% | $6,710-75.9% |
| Admin fee / account holder | $73 | $6,408-98.9% | $5,614-98.7% | $11,403-99.4% |