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 | $2,151 | $70,606-97.0% | $53,898-96.0% | $142,382-98.5% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 18.55% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $347 | $1,202-71.1% | $932-62.7% | $4,299-91.9% |
| Participant deferral / active EE | $505 | $2,364-78.7% | $1,826-72.4% | $6,507-92.2% |
| Admin fee / account holder | $260 | $2,852-90.9% | $2,491-89.6% | $12,624-97.9% |