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 6-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 | $13,039 | $30,400-57.1% | $53,898-75.8% | $84,808-84.6% |
| Participation rate | 83.3% | 46.4%+36.9pp | 55.0%+28.4pp | 68.3%+15.0pp |
| Annual return | 17.63% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $276 | $603-54.3% | $932-70.4% | $2,631-89.5% |
| Participant deferral / active EE | $1,378 | $1,199+15.0% | $1,826-24.6% | $4,212-67.3% |
| Admin fee / account holder | $152 | $1,993-92.4% | $2,491-93.9% | $7,344-97.9% |