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 | $2,122 | $81,625-97.4% | $58,482-96.4% | $139,434-98.5% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 29.97% | 7404.20%-7374.2pp | 4239.32%-4209.3pp | 372.94%-343.0pp |
| Employer contribution / active EE | $620 | $1,398-55.6% | $1,053-41.1% | $4,751-86.9% |
| Participant deferral / active EE | $1,076 | $2,557-57.9% | $1,924-44.1% | $6,710-84.0% |
| Admin fee / account holder | $218 | $3,265-93.3% | $2,516-91.4% | $11,403-98.1% |