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 | $4,241 | $54,705-92.2% | $71,209-94.0% | $84,808-95.0% |
| Participation rate | 94.4% | 64.1%+30.4pp | 73.8%+20.7pp | 68.3%+26.1pp |
| Annual return | 50.73% | 35.90%+14.8pp | 282.51%-231.8pp | 40.90%+9.8pp |
| Employer contribution / active EE | $1,318 | $2,158-38.9% | $2,721-51.6% | $2,631-49.9% |
| Participant deferral / active EE | $2,004 | $3,030-33.9% | $4,175-52.0% | $4,212-52.4% |
| Admin fee / account holder | $89 | $4,863-98.2% | $5,349-98.3% | $7,344-98.8% |