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 | $8,845 | $60,892-85.5% | $82,389-89.3% | $84,808-89.6% |
| Participation rate | 98.1% | 63.3%+34.8pp | 69.5%+28.6pp | 68.3%+29.8pp |
| Annual return | 53.03% | 37.29%+15.7pp | 28.67%+24.4pp | 40.90%+12.1pp |
| Employer contribution / active EE | $2,084 | $1,779+17.1% | $2,517-17.2% | $2,631-20.8% |
| Participant deferral / active EE | $4,094 | $3,179+28.8% | $4,155-1.5% | $4,212-2.8% |
| Admin fee / account holder | $134 | $5,467-97.5% | $7,231-98.1% | $7,344-98.2% |