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 | $6,653 | $30,400-78.1% | $53,898-87.7% | $84,808-92.2% |
| Participation rate | 85.2% | 46.4%+38.7pp | 55.0%+30.2pp | 68.3%+16.9pp |
| Annual return | 22.79% | 500.19%-477.4pp | 528.60%-505.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $300 | $603-50.3% | $932-67.9% | $2,631-88.6% |
| Participant deferral / active EE | $2,332 | $1,199+94.5% | $1,826+27.7% | $4,212-44.6% |
| Admin fee / account holder | $161 | $1,993-91.9% | $2,491-93.6% | $7,344-97.8% |