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 | $15,405 | $108,172-85.8% | $77,482-80.1% | $158,922-90.3% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 105.00% | 31.67%+73.3pp | 54.79%+50.2pp | 302.83%-197.8pp |
| Employer contribution / active EE | $537 | $1,325-59.5% | $986-45.6% | $4,761-88.7% |
| Participant deferral / active EE | $7,387 | $2,456+200.8% | $1,861+296.9% | $5,982+23.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |