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 | $14,185 | $70,756-80.0% | $65,493-78.3% | $142,382-90.0% |
| Participation rate | 95.2% | 77.4%+17.9pp | 73.1%+22.1pp | 80.1%+15.1pp |
| Annual return | 18.63% | 1754.89%-1736.3pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $690 | $2,881-76.1% | $2,574-73.2% | $4,299-84.0% |
| Participant deferral / active EE | $3,335 | $4,637-28.1% | $3,961-15.8% | $6,507-48.7% |
| Admin fee / account holder | $33 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |