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 | $8,852 | $74,888-88.2% | $71,209-87.6% | $142,382-93.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 25.26% | 345.14%-319.9pp | 282.51%-257.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,419 | $2,854-15.3% | $2,721-11.1% | $4,299-43.7% |
| Participant deferral / active EE | $2,840 | $4,454-36.2% | $4,175-32.0% | $6,507-56.4% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |