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 | $4,953 | $104,974-95.3% | $95,585-94.8% | $142,382-96.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.76% | 210.33%-195.6pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $648 | $2,779-76.7% | $2,527-74.4% | $4,299-84.9% |
| Participant deferral / active EE | $1,609 | $4,352-63.0% | $4,023-60.0% | $6,507-75.3% |
| Admin fee / account holder | $109 | $6,386-98.3% | $6,127-98.2% | $12,624-99.1% |