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 | $9,041 | $104,974-91.4% | $95,585-90.5% | $142,382-93.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 30.09% | 210.33%-180.2pp | 38.56%-8.5pp | 217.08%-187.0pp |
| Employer contribution / active EE | $956 | $2,779-65.6% | $2,527-62.2% | $4,299-77.8% |
| Participant deferral / active EE | $1,747 | $4,352-59.9% | $4,023-56.6% | $6,507-73.2% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |