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 4-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 | $7,311 | $100,773-92.7% | $88,946-91.8% | $142,382-94.9% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 21.34% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $959 | $2,918-67.1% | $2,555-62.4% | $4,299-77.7% |
| Participant deferral / active EE | $3,006 | $5,230-42.5% | $4,581-34.4% | $6,507-53.8% |
| Admin fee / account holder | $148 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |