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 7-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 | $6,369 | $27,915-77.2% | $58,482-89.1% | $75,163-91.5% |
| Participation rate | 97.0% | 38.8%+58.1pp | 50.9%+46.1pp | 67.2%+29.8pp |
| Annual return | 19.83% | 44.20%-24.4pp | 4239.32%-4219.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $493 | $669-26.3% | $1,053-53.2% | $2,670-81.5% |
| Participant deferral / active EE | $2,298 | $1,201+91.3% | $1,924+19.5% | $4,125-44.3% |
| Admin fee / account holder | $1 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |