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 | $1,894 | $70,606-97.3% | $53,898-96.5% | $142,382-98.7% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 120.27% | 619.81%-499.5pp | 528.60%-408.3pp | 217.08%-96.8pp |
| Employer contribution / active EE | $699 | $1,202-41.9% | $932-25.0% | $4,299-83.7% |
| Participant deferral / active EE | $837 | $2,364-64.6% | $1,826-54.2% | $6,507-87.1% |
| Admin fee / account holder | $162 | $2,852-94.3% | $2,491-93.5% | $12,624-98.7% |