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 | $6,264 | $69,207-90.9% | $64,056-90.2% | $139,434-95.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.99% | 45.88%-32.9pp | 33.69%-20.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,088 | $3,182-65.8% | $2,747-60.4% | $4,751-77.1% |
| Participant deferral / active EE | $1,907 | $4,682-59.3% | $3,880-50.9% | $6,710-71.6% |
| Admin fee / account holder | $124 | $4,244-97.1% | $3,068-96.0% | $11,403-98.9% |