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 | $3,705 | $88,751-95.8% | $81,812-95.5% | $145,922-97.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 30.89% | 1025.40%-994.5pp | 773.79%-742.9pp | 561.29%-530.4pp |
| Employer contribution / active EE | $1,196 | $3,083-61.2% | $2,912-58.9% | $4,660-74.3% |
| Participant deferral / active EE | $1,451 | $4,643-68.8% | $4,319-66.4% | $6,688-78.3% |
| Admin fee / account holder | $213 | $8,415-97.5% | $7,386-97.1% | $13,397-98.4% |