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 | $14,195 | $30,400-53.3% | $53,898-73.7% | $84,808-83.3% |
| Participation rate | 76.7% | 46.4%+30.2pp | 55.0%+21.7pp | 68.3%+8.4pp |
| Annual return | 24.59% | 500.19%-475.6pp | 528.60%-504.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,023 | $603+69.8% | $932+9.8% | $2,631-61.1% |
| Participant deferral / active EE | $2,356 | $1,199+96.6% | $1,826+29.0% | $4,212-44.1% |
| Admin fee / account holder | $174 | $1,993-91.3% | $2,491-93.0% | $7,344-97.6% |