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 | $6,436 | $70,606-90.9% | $53,898-88.1% | $142,382-95.5% |
| Participation rate | 84.2% | 63.7%+20.5pp | 55.0%+29.2pp | 80.1%+4.1pp |
| Annual return | 24.13% | 619.81%-595.7pp | 528.60%-504.5pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,666 | $1,202+38.6% | $932+78.7% | $4,299-61.3% |
| Participant deferral / active EE | $2,019 | $2,364-14.6% | $1,826+10.6% | $6,507-69.0% |
| Admin fee / account holder | $295 | $2,852-89.6% | $2,491-88.1% | $12,624-97.7% |