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 | $5,612 | $104,974-94.7% | $95,585-94.1% | $142,382-96.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 27.52% | 210.33%-182.8pp | 38.56%-11.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $727 | $2,779-73.8% | $2,527-71.2% | $4,299-83.1% |
| Participant deferral / active EE | $864 | $4,352-80.1% | $4,023-78.5% | $6,507-86.7% |
| Admin fee / account holder | $1 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |