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 | $4,198 | $74,888-94.4% | $71,209-94.1% | $142,382-97.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.02% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,151 | $2,854-59.7% | $2,721-57.7% | $4,299-73.2% |
| Participant deferral / active EE | $1,273 | $4,454-71.4% | $4,175-69.5% | $6,507-80.4% |
| Admin fee / account holder | $26 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |