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 3-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 | $7,252 | $90,348-92.0% | $75,972-90.5% | $145,922-95.0% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.1%+24.3pp | 80.3%+13.1pp |
| Annual return | 14.80% | 620.88%-606.1pp | 359.55%-344.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,345 | $3,311-59.4% | $2,685-49.9% | $4,660-71.1% |
| Participant deferral / active EE | $2,856 | $5,162-44.7% | $4,255-32.9% | $6,688-57.3% |
| Admin fee / account holder | $238 | $8,467-97.2% | $6,467-96.3% | $13,397-98.2% |