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 3-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 | $4,518 | $70,606-93.6% | $53,898-91.6% | $142,382-96.8% |
| Participation rate | 86.7% | 63.7%+23.0pp | 55.0%+31.7pp | 80.1%+6.5pp |
| Annual return | 21.33% | 619.81%-598.5pp | 528.60%-507.3pp | 217.08%-195.7pp |
| Employer contribution / active EE | $344 | $1,202-71.4% | $932-63.1% | $4,299-92.0% |
| Participant deferral / active EE | $1,002 | $2,364-57.6% | $1,826-45.1% | $6,507-84.6% |
| Admin fee / account holder | $7 | $2,852-99.8% | $2,491-99.7% | $12,624-99.9% |