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 5-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 | $8,722 | $96,635-91.0% | $86,612-89.9% | $139,434-93.7% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 11.13% | 106.41%-95.3pp | 591.07%-579.9pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,682 | $3,263-48.5% | $3,022-44.4% | $4,751-64.6% |
| Participant deferral / active EE | $2,070 | $4,836-57.2% | $4,438-53.4% | $6,710-69.1% |
| Admin fee / account holder | $42 | $6,408-99.3% | $5,614-99.3% | $11,403-99.6% |