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 | $7,549 | $100,773-92.5% | $88,946-91.5% | $142,382-94.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 22.40% | 70.18%-47.8pp | 57.82%-35.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,119 | $2,918-61.6% | $2,555-56.2% | $4,299-74.0% |
| Participant deferral / active EE | $1,331 | $5,230-74.5% | $4,581-70.9% | $6,507-79.5% |
| Admin fee / account holder | $28 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |