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 | $3,159 | $70,606-95.5% | $53,898-94.1% | $142,382-97.8% |
| Participation rate | 78.9% | 63.7%+15.2pp | 55.0%+24.0pp | 80.1%-1.2pp |
| Annual return | 24.25% | 619.81%-595.6pp | 528.60%-504.4pp | 217.08%-192.8pp |
| Employer contribution / active EE | $418 | $1,202-65.3% | $932-55.2% | $4,299-90.3% |
| Participant deferral / active EE | $764 | $2,364-67.7% | $1,826-58.2% | $6,507-88.3% |
| Admin fee / account holder | $32 | $2,852-98.9% | $2,491-98.7% | $12,624-99.7% |