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 | $1,584 | $76,738-97.9% | $56,411-97.2% | $145,922-98.9% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 5.68% | 2994.23%-2988.5pp | 1701.33%-1695.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $486 | $1,380-64.8% | $1,039-53.2% | $4,660-89.6% |
| Participant deferral / active EE | $490 | $2,623-81.3% | $1,952-74.9% | $6,688-92.7% |
| Admin fee / account holder | $21 | $3,334-99.4% | $2,829-99.3% | $13,397-99.8% |