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 | $3,229 | $74,888-95.7% | $71,209-95.5% | $142,382-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.41% | 345.14%-320.7pp | 282.51%-258.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $629 | $2,854-78.0% | $2,721-76.9% | $4,299-85.4% |
| Participant deferral / active EE | $1,020 | $4,454-77.1% | $4,175-75.6% | $6,507-84.3% |
| Admin fee / account holder | $41 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |