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 | $5,157 | $70,606-92.7% | $53,898-90.4% | $142,382-96.4% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 21.23% | 619.81%-598.6pp | 528.60%-507.4pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,134 | $1,202-5.7% | $932+21.6% | $4,299-73.6% |
| Participant deferral / active EE | $1,134 | $2,364-52.0% | $1,826-37.9% | $6,507-82.6% |
| Admin fee / account holder | $34 | $2,852-98.8% | $2,491-98.6% | $12,624-99.7% |