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 | $7,837 | $96,305-91.9% | $80,569-90.3% | $139,434-94.4% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 299.36% | 1350.08%-1050.7pp | 935.43%-636.1pp | 372.94%-73.6pp |
| Employer contribution / active EE | $1,148 | $3,262-64.8% | $2,723-57.9% | $4,751-75.8% |
| Participant deferral / active EE | $3,382 | $5,232-35.4% | $4,447-24.0% | $6,710-49.6% |
| Admin fee / account holder | $17 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |