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 | $6,135 | $74,888-91.8% | $71,209-91.4% | $142,382-95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.82% | 345.14%-320.3pp | 282.51%-257.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $795 | $2,854-72.1% | $2,721-70.8% | $4,299-81.5% |
| Participant deferral / active EE | $1,865 | $4,454-58.1% | $4,175-55.3% | $6,507-71.3% |
| Admin fee / account holder | $10 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |