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 | $10,044 | $84,402-88.1% | $61,373-83.6% | $134,475-92.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | 1028.99% | 584.55%+444.4pp | 338.61%+690.4pp | 417.96%+611.0pp |
| Employer contribution / active EE | $275 | $1,544-82.2% | $1,159-76.3% | $4,740-94.2% |
| Participant deferral / active EE | $280 | $2,819-90.1% | $2,125-86.8% | $6,400-95.6% |
| Admin fee / account holder | $115 | $2,585-95.5% | $2,130-94.6% | $11,426-99.0% |