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 7-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 | $6,343 | $70,756-91.0% | $65,493-90.3% | $142,382-95.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.45% | 1754.89%-1738.4pp | 982.45%-966.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,704 | $2,881-40.9% | $2,574-33.8% | $4,299-60.4% |
| Participant deferral / active EE | $1,734 | $4,637-62.6% | $3,961-56.2% | $6,507-73.4% |
| Admin fee / account holder | $30 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |