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 6-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 | $9,172 | $99,918-90.8% | $81,382-88.7% | $145,922-93.7% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.5%+22.2pp | 80.3%+11.4pp |
| Annual return | 14.77% | 34.32%-19.5pp | 24.73%-10.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,686 | $2,978-43.4% | $2,463-31.5% | $4,660-63.8% |
| Participant deferral / active EE | $2,713 | $4,605-41.1% | $3,883-30.1% | $6,688-59.4% |
| Admin fee / account holder | $232 | $8,212-97.2% | $5,768-96.0% | $13,397-98.3% |