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 3-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 | $3,651 | $70,606-94.8% | $53,898-93.2% | $142,382-97.4% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 20.61% | 619.81%-599.2pp | 528.60%-508.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $731 | $1,202-39.2% | $932-21.6% | $4,299-83.0% |
| Participant deferral / active EE | $1,433 | $2,364-39.4% | $1,826-21.6% | $6,507-78.0% |
| Admin fee / account holder | $139 | $2,852-95.1% | $2,491-94.4% | $12,624-98.9% |