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 | $6,863 | $104,974-93.5% | $95,585-92.8% | $142,382-95.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.23% | 210.33%-193.1pp | 38.56%-21.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $965 | $2,779-65.3% | $2,527-61.8% | $4,299-77.5% |
| Participant deferral / active EE | $1,518 | $4,352-65.1% | $4,023-62.3% | $6,507-76.7% |
| Admin fee / account holder | $232 | $6,386-96.4% | $6,127-96.2% | $12,624-98.2% |