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 | $2,278 | $70,606-96.8% | $53,898-95.8% | $142,382-98.4% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 27.33% | 619.81%-592.5pp | 528.60%-501.3pp | 217.08%-189.7pp |
| Employer contribution / active EE | $479 | $1,202-60.2% | $932-48.6% | $4,299-88.9% |
| Participant deferral / active EE | $785 | $2,364-66.8% | $1,826-57.0% | $6,507-87.9% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |