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 | $7,473 | $70,606-89.4% | $53,898-86.1% | $142,382-94.8% |
| Participation rate | 73.9% | 63.7%+10.2pp | 55.0%+19.0pp | 80.1%-6.2pp |
| Annual return | 18.88% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $615 | $1,202-48.8% | $932-34.0% | $4,299-85.7% |
| Participant deferral / active EE | $983 | $2,364-58.4% | $1,826-46.2% | $6,507-84.9% |
| Admin fee / account holder | $209 | $2,852-92.7% | $2,491-91.6% | $12,624-98.3% |