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 | $9,348 | $114,381-91.8% | $107,525-91.3% | $142,382-93.4% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 21.28% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,454 | $4,015-63.8% | $3,754-61.3% | $4,299-66.2% |
| Participant deferral / active EE | $1,660 | $5,564-70.2% | $5,116-67.5% | $6,507-74.5% |
| Admin fee / account holder | $34 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |