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 6-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 | $10,014 | $70,606-85.8% | $53,898-81.4% | $142,382-93.0% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 18.27% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $109 | $1,202-91.0% | $932-88.3% | $4,299-97.5% |
| Participant deferral / active EE | $278 | $2,364-88.2% | $1,826-84.8% | $6,507-95.7% |
| Admin fee / account holder | $181 | $2,852-93.6% | $2,491-92.7% | $12,624-98.6% |