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 | $2,731 | $70,606-96.1% | $53,898-94.9% | $142,382-98.1% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 19.72% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $258 | $1,202-78.6% | $932-72.4% | $4,299-94.0% |
| Participant deferral / active EE | $477 | $2,364-79.8% | $1,826-73.9% | $6,507-92.7% |
| Admin fee / account holder | $123 | $2,852-95.7% | $2,491-95.1% | $12,624-99.0% |