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 | $5,578 | $104,974-94.7% | $95,585-94.2% | $142,382-96.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.44% | 210.33%-188.9pp | 38.56%-17.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,176 | $2,779-57.7% | $2,527-53.5% | $4,299-72.7% |
| Participant deferral / active EE | $1,838 | $4,352-57.8% | $4,023-54.3% | $6,507-71.8% |
| Admin fee / account holder | $68 | $6,386-98.9% | $6,127-98.9% | $12,624-99.5% |