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 3-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 | $7,858 | $80,717-90.3% | $154,803-94.9% | $84,808-90.7% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.2pp | 68.3%+26.9pp |
| Annual return | 36.16% | 37.96%-1.8pp | 58.88%-22.7pp | 40.90%-4.7pp |
| Employer contribution / active EE | $1,126 | $2,761-59.2% | $4,305-73.8% | $2,631-57.2% |
| Participant deferral / active EE | $2,366 | $3,303-28.4% | $5,540-57.3% | $4,212-43.8% |
| Admin fee / account holder | $222 | $6,746-96.7% | $14,329-98.4% | $7,344-97.0% |