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 5-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 | $1,709 | $81,625-97.9% | $58,482-97.1% | $139,434-98.8% |
| Participation rate | 92.9% | 61.3%+31.5pp | 50.9%+42.0pp | 80.3%+12.5pp |
| Annual return | 28.82% | 7404.20%-7375.4pp | 4239.32%-4210.5pp | 372.94%-344.1pp |
| Employer contribution / active EE | $910 | $1,398-34.9% | $1,053-13.6% | $4,751-80.8% |
| Participant deferral / active EE | $956 | $2,557-62.6% | $1,924-50.3% | $6,710-85.7% |
| Admin fee / account holder | $82 | $3,265-97.5% | $2,516-96.7% | $11,403-99.3% |