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 5-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 | $9,320 | $96,635-90.4% | $86,612-89.2% | $139,434-93.3% |
| Participation rate | 95.5% | 74.4%+21.1pp | 71.7%+23.8pp | 80.3%+15.1pp |
| Annual return | 22.92% | 106.41%-83.5pp | 591.07%-568.2pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,172 | $3,263-33.4% | $3,022-28.1% | $4,751-54.3% |
| Participant deferral / active EE | $2,781 | $4,836-42.5% | $4,438-37.3% | $6,710-58.6% |
| Admin fee / account holder | $71 | $6,408-98.9% | $5,614-98.7% | $11,403-99.4% |