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 | $3,578 | $76,738-95.3% | $56,411-93.7% | $145,922-97.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 26.27% | 2994.23%-2968.0pp | 1701.33%-1675.1pp | 561.29%-535.0pp |
| Employer contribution / active EE | $1,144 | $1,380-17.1% | $1,039+10.1% | $4,660-75.4% |
| Participant deferral / active EE | $1,539 | $2,623-41.3% | $1,952-21.2% | $6,688-77.0% |
| Admin fee / account holder | $8 | $3,334-99.8% | $2,829-99.7% | $13,397-99.9% |