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 5-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 | $6,598 | $70,606-90.7% | $53,898-87.8% | $142,382-95.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.91% | 619.81%-599.9pp | 528.60%-508.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $634 | $1,202-47.2% | $932-31.9% | $4,299-85.2% |
| Participant deferral / active EE | $1,319 | $2,364-44.2% | $1,826-27.8% | $6,507-79.7% |
| Admin fee / account holder | $65 | $2,852-97.7% | $2,491-97.4% | $12,624-99.5% |