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 | $3,859 | $76,738-95.0% | $56,411-93.2% | $145,922-97.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.41% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $669 | $1,380-51.5% | $1,039-35.6% | $4,660-85.6% |
| Participant deferral / active EE | $1,077 | $2,623-58.9% | $1,952-44.8% | $6,688-83.9% |
| Admin fee / account holder | $28 | $3,334-99.1% | $2,829-99.0% | $13,397-99.8% |