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 | $8,160 | $74,888-89.1% | $71,209-88.5% | $142,382-94.3% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 23.25% | 345.14%-321.9pp | 282.51%-259.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,070 | $2,854-62.5% | $2,721-60.7% | $4,299-75.1% |
| Participant deferral / active EE | $1,246 | $4,454-72.0% | $4,175-70.2% | $6,507-80.9% |
| Admin fee / account holder | $15 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |