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 | $2,937 | $70,606-95.8% | $53,898-94.6% | $142,382-97.9% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 24.64% | 619.81%-595.2pp | 528.60%-504.0pp | 217.08%-192.4pp |
| Employer contribution / active EE | $415 | $1,202-65.5% | $932-55.4% | $4,299-90.3% |
| Participant deferral / active EE | $663 | $2,364-71.9% | $1,826-63.7% | $6,507-89.8% |
| Admin fee / account holder | $159 | $2,852-94.4% | $2,491-93.6% | $12,624-98.7% |