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 | $5,881 | $70,756-91.7% | $65,493-91.0% | $142,382-95.9% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 26.87% | 1754.89%-1728.0pp | 982.45%-955.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $973 | $2,881-66.2% | $2,574-62.2% | $4,299-77.4% |
| Participant deferral / active EE | $1,281 | $4,637-72.4% | $3,961-67.7% | $6,507-80.3% |
| Admin fee / account holder | $9 | $6,559-99.9% | $5,028-99.8% | $12,624-99.9% |