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 | $4,251 | $81,625-94.8% | $58,482-92.7% | $139,434-97.0% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 32.48% | 7404.20%-7371.7pp | 4239.32%-4206.8pp | 372.94%-340.5pp |
| Employer contribution / active EE | $784 | $1,398-43.9% | $1,053-25.5% | $4,751-83.5% |
| Participant deferral / active EE | $1,080 | $2,557-57.8% | $1,924-43.9% | $6,710-83.9% |
| Admin fee / account holder | $43 | $3,265-98.7% | $2,516-98.3% | $11,403-99.6% |