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 | $6,296 | $88,751-92.9% | $81,812-92.3% | $145,922-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.43% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,305 | $3,083-57.7% | $2,912-55.2% | $4,660-72.0% |
| Participant deferral / active EE | $1,002 | $4,643-78.4% | $4,319-76.8% | $6,688-85.0% |
| Admin fee / account holder | $154 | $8,415-98.2% | $7,386-97.9% | $13,397-98.9% |