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 5-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 | $5,887 | $72,400-91.9% | $67,502-91.3% | $145,922-96.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.77% | 7182.46%-7168.7pp | 3512.12%-3498.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,200 | $3,069-60.9% | $2,731-56.1% | $4,660-74.2% |
| Participant deferral / active EE | $1,500 | $4,783-68.6% | $4,000-62.5% | $6,688-77.6% |
| Admin fee / account holder | $9 | $5,539-99.8% | $3,998-99.8% | $13,397-99.9% |