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 | $6,634 | $104,974-93.7% | $95,585-93.1% | $142,382-95.3% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 19.88% | 210.33%-190.4pp | 38.56%-18.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $298 | $2,779-89.3% | $2,527-88.2% | $4,299-93.1% |
| Participant deferral / active EE | $1,882 | $4,352-56.8% | $4,023-53.2% | $6,507-71.1% |
| Admin fee / account holder | $41 | $6,386-99.4% | $6,127-99.3% | $12,624-99.7% |