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 | $8,858 | $80,717-89.0% | $154,803-94.3% | $84,808-89.6% |
| Participation rate | 82.4% | 66.8%+15.5pp | 78.1%+4.3pp | 68.3%+14.0pp |
| Annual return | 23.80% | 37.96%-14.2pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $804 | $2,761-70.9% | $4,305-81.3% | $2,631-69.4% |
| Participant deferral / active EE | $2,436 | $3,303-26.3% | $5,540-56.0% | $4,212-42.2% |
| Admin fee / account holder | $136 | $6,746-98.0% | $14,329-99.0% | $7,344-98.1% |