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 6-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 | $9,511 | $114,381-91.7% | $107,525-91.2% | $142,382-93.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.76% | 242.71%-228.9pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,174 | $4,015-70.8% | $3,754-68.7% | $4,299-72.7% |
| Participant deferral / active EE | $1,909 | $5,564-65.7% | $5,116-62.7% | $6,507-70.7% |
| Admin fee / account holder | $161 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |