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 8-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 | $8,768 | $74,888-88.3% | $71,209-87.7% | $142,382-93.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.98% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,565 | $2,854-45.2% | $2,721-42.5% | $4,299-63.6% |
| Participant deferral / active EE | $1,786 | $4,454-59.9% | $4,175-57.2% | $6,507-72.6% |
| Admin fee / account holder | $123 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |