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 | $6,607 | $88,751-92.6% | $81,812-91.9% | $145,922-95.5% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 17.26% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $784 | $3,083-74.6% | $2,912-73.1% | $4,660-83.2% |
| Participant deferral / active EE | $3,688 | $4,643-20.6% | $4,319-14.6% | $6,688-44.9% |
| Admin fee / account holder | $127 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |