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 | $3,642 | $70,606-94.8% | $53,898-93.2% | $142,382-97.4% |
| Participation rate | 76.2% | 63.7%+12.5pp | 55.0%+21.2pp | 80.1%-3.9pp |
| Annual return | 17.99% | 619.81%-601.8pp | 528.60%-510.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $450 | $1,202-62.6% | $932-51.8% | $4,299-89.5% |
| Participant deferral / active EE | $637 | $2,364-73.0% | $1,826-65.1% | $6,507-90.2% |
| Admin fee / account holder | $208 | $2,852-92.7% | $2,491-91.7% | $12,624-98.4% |