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 | $4,840 | $70,606-93.1% | $53,898-91.0% | $142,382-96.6% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 30.27% | 619.81%-589.5pp | 528.60%-498.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $1,162 | $1,202-3.3% | $932+24.7% | $4,299-73.0% |
| Participant deferral / active EE | $1,875 | $2,364-20.7% | $1,826+2.7% | $6,507-71.2% |
| Admin fee / account holder | $133 | $2,852-95.3% | $2,491-94.7% | $12,624-98.9% |