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 | $2,219 | $70,606-96.9% | $53,898-95.9% | $142,382-98.4% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 15.55% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $589 | $2,364-75.1% | $1,826-67.8% | $6,507-91.0% |
| Admin fee / account holder | $259 | $2,852-90.9% | $2,491-89.6% | $12,624-97.9% |