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 3-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 | $2,650 | $70,606-96.2% | $53,898-95.1% | $142,382-98.1% |
| Participation rate | 78.6% | 63.7%+14.9pp | 55.0%+23.6pp | 80.1%-1.5pp |
| Annual return | 21.64% | 619.81%-598.2pp | 528.60%-507.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $613 | $1,202-49.0% | $932-34.2% | $4,299-85.7% |
| Participant deferral / active EE | $893 | $2,364-62.2% | $1,826-51.1% | $6,507-86.3% |
| Admin fee / account holder | $28 | $2,852-99.0% | $2,491-98.9% | $12,624-99.8% |