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 7-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 | $6,394 | $27,915-77.1% | $58,482-89.1% | $75,163-91.5% |
| Participation rate | 86.0% | 38.8%+47.1pp | 50.9%+35.1pp | 67.2%+18.8pp |
| Annual return | 20.88% | 44.20%-23.3pp | 4239.32%-4218.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $526 | $669-21.3% | $1,053-50.0% | $2,670-80.3% |
| Participant deferral / active EE | $1,071 | $1,201-10.9% | $1,924-44.3% | $4,125-74.0% |
| Admin fee / account holder | $101 | $1,726-94.1% | $2,516-96.0% | $5,651-98.2% |