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 | $1,732 | $29,660-94.2% | $56,411-96.9% | $80,856-97.9% |
| Participation rate | 81.1% | 41.6%+39.5pp | 52.5%+28.7pp | 67.6%+13.5pp |
| Annual return | 24.77% | 35.23%-10.5pp | 1701.33%-1676.6pp | 35.59%-10.8pp |
| Employer contribution / active EE | $586 | $669-12.5% | $1,039-43.6% | $2,755-78.7% |
| Participant deferral / active EE | $742 | $1,226-39.4% | $1,952-62.0% | $4,296-82.7% |
| Admin fee / account holder | $174 | $2,428-92.8% | $2,829-93.8% | $6,918-97.5% |