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 | $6,264 | $88,751-92.9% | $81,812-92.3% | $145,922-95.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 30.17% | 1025.40%-995.2pp | 773.79%-743.6pp | 561.29%-531.1pp |
| Employer contribution / active EE | $1,493 | $3,083-51.6% | $2,912-48.7% | $4,660-68.0% |
| Participant deferral / active EE | $1,977 | $4,643-57.4% | $4,319-54.2% | $6,688-70.4% |
| Admin fee / account holder | $48 | $8,415-99.4% | $7,386-99.4% | $13,397-99.6% |