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 | $7,141 | $70,606-89.9% | $53,898-86.8% | $142,382-95.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.65% | 619.81%-599.2pp | 528.60%-508.0pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,010 | $1,202-16.0% | $932+8.4% | $4,299-76.5% |
| Participant deferral / active EE | $1,684 | $2,364-28.8% | $1,826-7.8% | $6,507-74.1% |
| Admin fee / account holder | $79 | $2,852-97.2% | $2,491-96.8% | $12,624-99.4% |