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 | $9,007 | $104,974-91.4% | $95,585-90.6% | $142,382-93.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.27% | 210.33%-186.1pp | 38.56%-14.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $490 | $2,779-82.4% | $2,527-80.6% | $4,299-88.6% |
| Participant deferral / active EE | $4,857 | $4,352+11.6% | $4,023+20.7% | $6,507-25.4% |
| Admin fee / account holder | $27 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |