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 | $4,726 | $70,606-93.3% | $53,898-91.2% | $142,382-96.7% |
| Participation rate | 77.3% | 63.7%+13.6pp | 55.0%+22.3pp | 80.1%-2.8pp |
| Annual return | 22.02% | 619.81%-597.8pp | 528.60%-506.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,767 | $1,202+47.0% | $932+89.6% | $4,299-58.9% |
| Participant deferral / active EE | $2,228 | $2,364-5.7% | $1,826+22.0% | $6,507-65.8% |
| Admin fee / account holder | $23 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |