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 3-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 | $6,822 | $88,751-92.3% | $81,812-91.7% | $145,922-95.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 25.70% | 1025.40%-999.7pp | 773.79%-748.1pp | 561.29%-535.6pp |
| Employer contribution / active EE | $670 | $3,083-78.3% | $2,912-77.0% | $4,660-85.6% |
| Participant deferral / active EE | $3,749 | $4,643-19.2% | $4,319-13.2% | $6,688-43.9% |
| Admin fee / account holder | $14 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |