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 | $2,783 | $74,888-96.3% | $71,209-96.1% | $142,382-98.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 26.32% | 345.14%-318.8pp | 282.51%-256.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $854 | $2,854-70.1% | $2,721-68.6% | $4,299-80.1% |
| Participant deferral / active EE | $1,014 | $4,454-77.2% | $4,175-75.7% | $6,507-84.4% |
| Admin fee / account holder | $12 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |