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 4-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 | $2,966 | $70,606-95.8% | $53,898-94.5% | $142,382-97.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.57% | 619.81%-599.2pp | 528.60%-508.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $859 | $1,202-28.6% | $932-7.9% | $4,299-80.0% |
| Participant deferral / active EE | $1,017 | $2,364-57.0% | $1,826-44.3% | $6,507-84.4% |
| Admin fee / account holder | $73 | $2,852-97.4% | $2,491-97.1% | $12,624-99.4% |