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 | $1,535 | $70,606-97.8% | $53,898-97.2% | $142,382-98.9% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 24.41% | 619.81%-595.4pp | 528.60%-504.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $329 | $1,202-72.6% | $932-64.7% | $4,299-92.3% |
| Participant deferral / active EE | $438 | $2,364-81.5% | $1,826-76.0% | $6,507-93.3% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |