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 5-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 | $7,307 | $60,022-87.8% | $88,946-91.8% | $84,808-91.4% |
| Participation rate | 77.4% | 57.8%+19.6pp | 68.8%+8.6pp | 68.3%+9.1pp |
| Annual return | 22.94% | 22.43%+0.5pp | 57.82%-34.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $869 | $1,703-49.0% | $2,555-66.0% | $2,631-67.0% |
| Participant deferral / active EE | $2,150 | $3,114-31.0% | $4,581-53.1% | $4,212-49.0% |
| Admin fee / account holder | $198 | $4,811-95.9% | $8,261-97.6% | $7,344-97.3% |