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 | $8,766 | $100,773-91.3% | $88,946-90.1% | $142,382-93.8% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 24.80% | 70.18%-45.4pp | 57.82%-33.0pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,648 | $2,918-43.5% | $2,555-35.5% | $4,299-61.7% |
| Participant deferral / active EE | $2,590 | $5,230-50.5% | $4,581-43.5% | $6,507-60.2% |
| Admin fee / account holder | $100 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |