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 | $7,537 | $30,400-75.2% | $53,898-86.0% | $84,808-91.1% |
| Participation rate | 97.6% | 46.4%+51.1pp | 55.0%+42.6pp | 68.3%+29.2pp |
| Annual return | 20.18% | 500.19%-480.0pp | 528.60%-508.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,158 | $603+92.2% | $932+24.3% | $2,631-56.0% |
| Participant deferral / active EE | $1,797 | $1,199+49.9% | $1,826-1.6% | $4,212-57.3% |
| Admin fee / account holder | $155 | $1,993-92.2% | $2,491-93.8% | $7,344-97.9% |