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 | $3,615 | $29,660-87.8% | $56,411-93.6% | $80,856-95.5% |
| Participation rate | 74.1% | 41.6%+32.4pp | 52.5%+21.6pp | 67.6%+6.4pp |
| Annual return | 14.21% | 35.23%-21.0pp | 1701.33%-1687.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $768 | $669+14.7% | $1,039-26.1% | $2,755-72.1% |
| Participant deferral / active EE | $1,125 | $1,226-8.2% | $1,952-42.3% | $4,296-73.8% |
| Admin fee / account holder | $64 | $2,428-97.4% | $2,829-97.7% | $6,918-99.1% |