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 | $1,757 | $70,606-97.5% | $53,898-96.7% | $142,382-98.8% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 27.19% | 619.81%-592.6pp | 528.60%-501.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $404 | $1,202-66.4% | $932-56.6% | $4,299-90.6% |
| Participant deferral / active EE | $595 | $2,364-74.8% | $1,826-67.4% | $6,507-90.9% |
| Admin fee / account holder | $8 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |