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 | $4,507 | $104,974-95.7% | $95,585-95.3% | $142,382-96.8% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | 26.45% | 210.33%-183.9pp | 38.56%-12.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,076 | $2,779-61.3% | $2,527-57.4% | $4,299-75.0% |
| Participant deferral / active EE | $2,246 | $4,352-48.4% | $4,023-44.2% | $6,507-65.5% |
| Admin fee / account holder | $74 | $6,386-98.8% | $6,127-98.8% | $12,624-99.4% |