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 | $8,568 | $74,888-88.6% | $71,209-88.0% | $142,382-94.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 17.45% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,126 | $2,854-60.5% | $2,721-58.6% | $4,299-73.8% |
| Participant deferral / active EE | $1,879 | $4,454-57.8% | $4,175-55.0% | $6,507-71.1% |
| Admin fee / account holder | $132 | $5,568-97.6% | $5,349-97.5% | $12,624-99.0% |