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 | $2,397 | $70,606-96.6% | $53,898-95.6% | $142,382-98.3% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 19.97% | 619.81%-599.8pp | 528.60%-508.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $692 | $1,202-42.5% | $932-25.8% | $4,299-83.9% |
| Participant deferral / active EE | $1,414 | $2,364-40.2% | $1,826-22.6% | $6,507-78.3% |
| Admin fee / account holder | $146 | $2,852-94.9% | $2,491-94.1% | $12,624-98.8% |