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 | $7,764 | $70,756-89.0% | $65,493-88.1% | $142,382-94.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 48.04% | 1754.89%-1706.9pp | 982.45%-934.4pp | 217.08%-169.0pp |
| Employer contribution / active EE | $1,429 | $2,881-50.4% | $2,574-44.5% | $4,299-66.8% |
| Participant deferral / active EE | $1,429 | $4,637-69.2% | $3,961-63.9% | $6,507-78.0% |
| Admin fee / account holder | $38 | $6,559-99.4% | $5,028-99.2% | $12,624-99.7% |