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 | $3,200 | $30,400-89.5% | $53,898-94.1% | $84,808-96.2% |
| Participation rate | 84.7% | 46.4%+38.3pp | 55.0%+29.7pp | 68.3%+16.4pp |
| Annual return | 22.85% | 500.19%-477.3pp | 528.60%-505.8pp | 40.90%-18.0pp |
| Employer contribution / active EE | $538 | $603-10.7% | $932-42.3% | $2,631-79.5% |
| Participant deferral / active EE | $858 | $1,199-28.4% | $1,826-53.0% | $4,212-79.6% |
| Admin fee / account holder | $10 | $1,993-99.5% | $2,491-99.6% | $7,344-99.9% |