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 | $6,374 | $158,398-96.0% | $126,539-95.0% | $142,382-95.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 21.31% | 593.76%-572.5pp | 425.95%-404.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,204 | $4,650-74.1% | $3,674-67.2% | $4,299-72.0% |
| Participant deferral / active EE | $1,547 | $4,767-67.5% | $4,083-62.1% | $6,507-76.2% |
| Admin fee / account holder | $139 | $6,918-98.0% | $6,065-97.7% | $12,624-98.9% |