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 | $4,669 | $104,974-95.6% | $95,585-95.1% | $142,382-96.7% |
| Participation rate | 86.4% | 75.0%+11.4pp | 72.1%+14.3pp | 80.1%+6.2pp |
| Annual return | 25.65% | 210.33%-184.7pp | 38.56%-12.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $862 | $2,779-69.0% | $2,527-65.9% | $4,299-79.9% |
| Participant deferral / active EE | $1,148 | $4,352-73.6% | $4,023-71.5% | $6,507-82.4% |
| Admin fee / account holder | $16 | $6,386-99.8% | $6,127-99.7% | $12,624-99.9% |