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 6-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 | $2,637 | $81,625-96.8% | $58,482-95.5% | $139,434-98.1% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 19.78% | 7404.20%-7384.4pp | 4239.32%-4219.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $443 | $1,398-68.3% | $1,053-57.9% | $4,751-90.7% |
| Participant deferral / active EE | $559 | $2,557-78.1% | $1,924-71.0% | $6,710-91.7% |
| Admin fee / account holder | $119 | $3,265-96.4% | $2,516-95.3% | $11,403-99.0% |