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 7-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 | $1,454 | $70,606-97.9% | $53,898-97.3% | $142,382-99.0% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 9.25% | 619.81%-610.6pp | 528.60%-519.4pp | 217.08%-207.8pp |
| Employer contribution / active EE | $79 | $1,202-93.4% | $932-91.5% | $4,299-98.2% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $53 | $2,852-98.1% | $2,491-97.9% | $12,624-99.6% |