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 4-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 | $4,463 | $104,974-95.7% | $95,585-95.3% | $142,382-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.46% | 210.33%-190.9pp | 38.56%-19.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $364 | $2,779-86.9% | $2,527-85.6% | $4,299-91.5% |
| Participant deferral / active EE | $918 | $4,352-78.9% | $4,023-77.2% | $6,507-85.9% |
| Admin fee / account holder | $25 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |