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 | $6,748 | $74,888-91.0% | $71,209-90.5% | $142,382-95.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 37.95% | 345.14%-307.2pp | 282.51%-244.6pp | 217.08%-179.1pp |
| Employer contribution / active EE | $1,269 | $2,854-55.6% | $2,721-53.4% | $4,299-70.5% |
| Participant deferral / active EE | $3,012 | $4,454-32.4% | $4,175-27.9% | $6,507-53.7% |
| Admin fee / account holder | $106 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |