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 | $1,722 | $70,606-97.6% | $53,898-96.8% | $142,382-98.8% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 20.04% | 619.81%-599.8pp | 528.60%-508.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $710 | $1,202-40.9% | $932-23.8% | $4,299-83.5% |
| Participant deferral / active EE | $1,023 | $2,364-56.7% | $1,826-44.0% | $6,507-84.3% |
| Admin fee / account holder | $288 | $2,852-89.9% | $2,491-88.5% | $12,624-97.7% |