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 10-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 | $2,723 | $70,606-96.1% | $53,898-94.9% | $142,382-98.1% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 10.59% | 619.81%-609.2pp | 528.60%-518.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $29 | $1,202-97.6% | $932-96.9% | $4,299-99.3% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $18 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |