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 | $6,440 | $54,705-88.2% | $71,209-91.0% | $84,808-92.4% |
| Participation rate | 81.8% | 64.1%+17.7pp | 73.8%+8.1pp | 68.3%+13.5pp |
| Annual return | 22.17% | 35.90%-13.7pp | 282.51%-260.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $844 | $2,158-60.9% | $2,721-69.0% | $2,631-67.9% |
| Participant deferral / active EE | $1,836 | $3,030-39.4% | $4,175-56.0% | $4,212-56.4% |
| Admin fee / account holder | $252 | $4,863-94.8% | $5,349-95.3% | $7,344-96.6% |