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 | $7,830 | $81,625-90.4% | $58,482-86.6% | $139,434-94.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 27.46% | 7404.20%-7376.7pp | 4239.32%-4211.9pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,553 | $1,398+11.1% | $1,053+47.4% | $4,751-67.3% |
| Participant deferral / active EE | $2,288 | $2,557-10.5% | $1,924+18.9% | $6,710-65.9% |
| Admin fee / account holder | $9 | $3,265-99.7% | $2,516-99.6% | $11,403-99.9% |