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 | $5,365 | $30,400-82.4% | $53,898-90.0% | $84,808-93.7% |
| Participation rate | 79.4% | 46.4%+33.0pp | 55.0%+24.5pp | 68.3%+11.1pp |
| Annual return | 18.97% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $682 | $603+13.1% | $932-26.9% | $2,631-74.1% |
| Participant deferral / active EE | $725 | $1,199-39.5% | $1,826-60.3% | $4,212-82.8% |
| Admin fee / account holder | $77 | $1,993-96.2% | $2,491-96.9% | $7,344-99.0% |