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 | $5,406 | $104,974-94.9% | $95,585-94.3% | $142,382-96.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.21% | 210.33%-187.1pp | 38.56%-15.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $792 | $2,779-71.5% | $2,527-68.7% | $4,299-81.6% |
| Participant deferral / active EE | $1,515 | $4,352-65.2% | $4,023-62.3% | $6,507-76.7% |
| Admin fee / account holder | $26 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |