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 | $5,570 | $88,751-93.7% | $81,812-93.2% | $145,922-96.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 12.45% | 1025.40%-1013.0pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $876 | $3,083-71.6% | $2,912-69.9% | $4,660-81.2% |
| Participant deferral / active EE | $1,427 | $4,643-69.3% | $4,319-67.0% | $6,688-78.7% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.5% |