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 | $5,086 | $76,738-93.4% | $56,411-91.0% | $145,922-96.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 2994.23%-2978.5pp | 1701.33%-1685.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $966 | $1,380-30.0% | $1,039-7.0% | $4,660-79.3% |
| Participant deferral / active EE | $1,108 | $2,623-57.8% | $1,952-43.3% | $6,688-83.4% |
| Admin fee / account holder | $17 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |