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 | $6,476 | $95,266-93.2% | $82,389-92.1% | $142,382-95.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 17.48% | 25.74%-8.3pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,686 | $2,991-10.2% | $2,517+6.7% | $4,299-37.5% |
| Participant deferral / active EE | $4,415 | $4,809-8.2% | $4,155+6.3% | $6,507-32.1% |
| Admin fee / account holder | $177 | $8,563-97.9% | $7,231-97.6% | $12,624-98.6% |