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 | $1,821 | $81,625-97.8% | $58,482-96.9% | $139,434-98.7% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 45.59% | 7404.20%-7358.6pp | 4239.32%-4193.7pp | 372.94%-327.4pp |
| Employer contribution / active EE | $606 | $1,398-56.7% | $1,053-42.5% | $4,751-87.3% |
| Participant deferral / active EE | $1,127 | $2,557-55.9% | $1,924-41.4% | $6,710-83.2% |
| Admin fee / account holder | $101 | $3,265-96.9% | $2,516-96.0% | $11,403-99.1% |