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 9-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 | $5,430 | $70,606-92.3% | $53,898-89.9% | $142,382-96.2% |
| Participation rate | 87.0% | 63.7%+23.3pp | 55.0%+32.0pp | 80.1%+6.8pp |
| Annual return | 18.74% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $884 | $1,202-26.5% | $932-5.2% | $4,299-79.4% |
| Participant deferral / active EE | $820 | $2,364-65.3% | $1,826-55.1% | $6,507-87.4% |
| Admin fee / account holder | $187 | $2,852-93.4% | $2,491-92.5% | $12,624-98.5% |