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 | $11,394 | $100,773-88.7% | $88,946-87.2% | $142,382-92.0% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 26.53% | 70.18%-43.6pp | 57.82%-31.3pp | 217.08%-190.5pp |
| Employer contribution / active EE | $316 | $2,918-89.2% | $2,555-87.6% | $4,299-92.7% |
| Participant deferral / active EE | $2,499 | $5,230-52.2% | $4,581-45.4% | $6,507-61.6% |
| Admin fee / account holder | $147 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |