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 | $4,617 | $70,606-93.5% | $53,898-91.4% | $142,382-96.8% |
| Participation rate | 87.0% | 63.7%+23.3pp | 55.0%+32.0pp | 80.1%+6.8pp |
| Annual return | 20.87% | 619.81%-598.9pp | 528.60%-507.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $967 | $1,202-19.6% | $932+3.7% | $4,299-77.5% |
| Participant deferral / active EE | $1,395 | $2,364-41.0% | $1,826-23.6% | $6,507-78.6% |
| Admin fee / account holder | $24 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |