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 | $2,765 | $70,606-96.1% | $53,898-94.9% | $142,382-98.1% |
| Participation rate | 78.6% | 63.7%+14.9pp | 55.0%+23.6pp | 80.1%-1.5pp |
| Annual return | 19.85% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $633 | $1,202-47.4% | $932-32.1% | $4,299-85.3% |
| Participant deferral / active EE | $1,591 | $2,364-32.7% | $1,826-12.9% | $6,507-75.6% |
| Admin fee / account holder | $172 | $2,852-94.0% | $2,491-93.1% | $12,624-98.6% |