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 | $10,676 | $70,606-84.9% | $53,898-80.2% | $142,382-92.5% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 22.09% | 619.81%-597.7pp | 528.60%-506.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $388 | $1,202-67.7% | $932-58.4% | $4,299-91.0% |
| Participant deferral / active EE | $1,525 | $2,364-35.5% | $1,826-16.5% | $6,507-76.6% |
| Admin fee / account holder | $65 | $2,852-97.7% | $2,491-97.4% | $12,624-99.5% |