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 | $2,606 | $81,625-96.8% | $58,482-95.5% | $139,434-98.1% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 40.30% | 7404.20%-7363.9pp | 4239.32%-4199.0pp | 372.94%-332.6pp |
| Employer contribution / active EE | $535 | $1,398-61.7% | $1,053-49.2% | $4,751-88.7% |
| Participant deferral / active EE | $1,241 | $2,557-51.5% | $1,924-35.5% | $6,710-81.5% |
| Admin fee / account holder | $12 | $3,265-99.6% | $2,516-99.5% | $11,403-99.9% |