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 3-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 | $9,860 | $70,606-86.0% | $53,898-81.7% | $142,382-93.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.04% | 619.81%-594.8pp | 528.60%-503.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $924 | $1,202-23.1% | $932-0.9% | $4,299-78.5% |
| Participant deferral / active EE | $2,648 | $2,364+12.0% | $1,826+45.0% | $6,507-59.3% |
| Admin fee / account holder | $104 | $2,852-96.4% | $2,491-95.8% | $12,624-99.2% |