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 | $8,184 | $104,974-92.2% | $95,585-91.4% | $142,382-94.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 19.34% | 210.33%-191.0pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $816 | $2,779-70.6% | $2,527-67.7% | $4,299-81.0% |
| Participant deferral / active EE | $936 | $4,352-78.5% | $4,023-76.7% | $6,507-85.6% |
| Admin fee / account holder | $86 | $6,386-98.7% | $6,127-98.6% | $12,624-99.3% |