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 | $3,270 | $74,888-95.6% | $71,209-95.4% | $142,382-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.67% | 345.14%-321.5pp | 282.51%-258.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $753 | $2,854-73.6% | $2,721-72.3% | $4,299-82.5% |
| Participant deferral / active EE | $997 | $4,454-77.6% | $4,175-76.1% | $6,507-84.7% |
| Admin fee / account holder | $23 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |