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 | $6,345 | $109,982-94.2% | $97,226-93.5% | $145,922-95.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 17.28% | 242.90%-225.6pp | 75.13%-57.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $876 | $3,084-71.6% | $2,729-67.9% | $4,660-81.2% |
| Participant deferral / active EE | $1,132 | $4,676-75.8% | $4,264-73.4% | $6,688-83.1% |
| Admin fee / account holder | $18 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |