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 | $7,210 | $70,756-89.8% | $65,493-89.0% | $142,382-94.9% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 22.48% | 1754.89%-1732.4pp | 982.45%-960.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $680 | $2,881-76.4% | $2,574-73.6% | $4,299-84.2% |
| Participant deferral / active EE | $1,616 | $4,637-65.2% | $3,961-59.2% | $6,507-75.2% |
| Admin fee / account holder | $21 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |