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 | $1,286 | $70,606-98.2% | $53,898-97.6% | $142,382-99.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.42% | 619.81%-599.4pp | 528.60%-508.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $178 | $1,202-85.2% | $932-80.9% | $4,299-95.9% |
| Participant deferral / active EE | $728 | $2,364-69.2% | $1,826-60.2% | $6,507-88.8% |
| Admin fee / account holder | $188 | $2,852-93.4% | $2,491-92.5% | $12,624-98.5% |