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 6-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 | $6,804 | $88,751-92.3% | $81,812-91.7% | $145,922-95.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 15.85% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $664 | $3,083-78.5% | $2,912-77.2% | $4,660-85.7% |
| Participant deferral / active EE | $1,094 | $4,643-76.4% | $4,319-74.7% | $6,688-83.6% |
| Admin fee / account holder | $22 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |