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 | $4,917 | $74,888-93.4% | $71,209-93.1% | $142,382-96.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 22.79% | 345.14%-322.4pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $779 | $2,854-72.7% | $2,721-71.4% | $4,299-81.9% |
| Participant deferral / active EE | $1,438 | $4,454-67.7% | $4,175-65.6% | $6,507-77.9% |
| Admin fee / account holder | $131 | $5,568-97.6% | $5,349-97.5% | $12,624-99.0% |