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 | $5,039 | $30,400-83.4% | $53,898-90.7% | $84,808-94.1% |
| Participation rate | 70.0% | 46.4%+23.6pp | 55.0%+15.0pp | 68.3%+1.7pp |
| Annual return | 21.95% | 500.19%-478.2pp | 528.60%-506.7pp | 40.90%-18.9pp |
| Employer contribution / active EE | $574 | $603-4.7% | $932-38.4% | $2,631-78.2% |
| Participant deferral / active EE | $1,277 | $1,199+6.6% | $1,826-30.1% | $4,212-69.7% |
| Admin fee / account holder | $248 | $1,993-87.5% | $2,491-90.0% | $7,344-96.6% |