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 | $8,565 | $85,022-89.9% | $70,515-87.9% | $139,434-93.9% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,651 | $3,909-57.8% | $2,973-44.5% | $4,751-65.2% |
| Participant deferral / active EE | $5,396 | $5,890-8.4% | $4,567+18.2% | $6,710-19.6% |
| Admin fee / account holder | $164 | $8,906-98.2% | $6,412-97.4% | $11,403-98.6% |