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 | $20,439 | $30,400-32.8% | $53,898-62.1% | $84,808-75.9% |
| Participation rate | 70.4% | 46.4%+23.9pp | 55.0%+15.4pp | 68.3%+2.1pp |
| Annual return | 21.55% | 500.19%-478.6pp | 528.60%-507.1pp | 40.90%-19.3pp |
| Employer contribution / active EE | $700 | $603+16.2% | $932-24.9% | $2,631-73.4% |
| Participant deferral / active EE | $1,520 | $1,199+26.8% | $1,826-16.8% | $4,212-63.9% |
| Admin fee / account holder | $41 | $1,993-97.9% | $2,491-98.3% | $7,344-99.4% |