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 | $9,627 | $70,756-86.4% | $65,493-85.3% | $142,382-93.2% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 25.29% | 1754.89%-1729.6pp | 982.45%-957.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,783 | $2,881-38.1% | $2,574-30.7% | $4,299-58.5% |
| Participant deferral / active EE | $2,603 | $4,637-43.9% | $3,961-34.3% | $6,507-60.0% |
| Admin fee / account holder | $178 | $6,559-97.3% | $5,028-96.5% | $12,624-98.6% |