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 | $6,280 | $95,266-93.4% | $82,389-92.4% | $142,382-95.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.85% | 25.74%-2.9pp | 28.67%-5.8pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,180 | $2,991-60.5% | $2,517-53.1% | $4,299-72.5% |
| Participant deferral / active EE | $1,610 | $4,809-66.5% | $4,155-61.3% | $6,507-75.3% |
| Admin fee / account holder | $38 | $8,563-99.6% | $7,231-99.5% | $12,624-99.7% |