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 | $1,875 | $81,625-97.7% | $58,482-96.8% | $139,434-98.7% |
| Participation rate | 95.2% | 61.3%+33.9pp | 50.9%+44.4pp | 80.3%+14.9pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,533 | $1,398+9.6% | $1,053+45.5% | $4,751-67.7% |
| Participant deferral / active EE | $1,912 | $2,557-25.2% | $1,924-0.6% | $6,710-71.5% |
| Admin fee / account holder | $150 | $3,265-95.4% | $2,516-94.0% | $11,403-98.7% |