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 5-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 | $5,202 | $70,606-92.6% | $53,898-90.3% | $142,382-96.3% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 21.99% | 619.81%-597.8pp | 528.60%-506.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $699 | $1,202-41.8% | $932-25.0% | $4,299-83.7% |
| Participant deferral / active EE | $1,964 | $2,364-16.9% | $1,826+7.5% | $6,507-69.8% |
| Admin fee / account holder | $162 | $2,852-94.3% | $2,491-93.5% | $12,624-98.7% |