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 | $5,697 | $70,606-91.9% | $53,898-89.4% | $142,382-96.0% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 23.72% | 619.81%-596.1pp | 528.60%-504.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,163 | $1,202-3.3% | $932+24.8% | $4,299-73.0% |
| Participant deferral / active EE | $4,708 | $2,364+99.2% | $1,826+157.8% | $6,507-27.6% |
| Admin fee / account holder | $45 | $2,852-98.4% | $2,491-98.2% | $12,624-99.6% |