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 | $5,011 | $70,606-92.9% | $53,898-90.7% | $142,382-96.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.85% | 619.81%-599.0pp | 528.60%-507.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $761 | $1,202-36.7% | $932-18.4% | $4,299-82.3% |
| Participant deferral / active EE | $818 | $2,364-65.4% | $1,826-55.2% | $6,507-87.4% |
| Admin fee / account holder | $84 | $2,852-97.0% | $2,491-96.6% | $12,624-99.3% |