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 8-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 | $3,417 | $70,606-95.2% | $53,898-93.7% | $142,382-97.6% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 10.69% | 619.81%-609.1pp | 528.60%-517.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $231 | $1,202-80.8% | $932-75.2% | $4,299-94.6% |
| Participant deferral / active EE | $346 | $2,364-85.4% | $1,826-81.0% | $6,507-94.7% |
| Admin fee / account holder | $41 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |