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 4-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 | $15,172 | $70,606-78.5% | $53,898-71.9% | $142,382-89.3% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 27.30% | 619.81%-592.5pp | 528.60%-501.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $657 | $1,202-45.3% | $932-29.5% | $4,299-84.7% |
| Participant deferral / active EE | $3,158 | $2,364+33.6% | $1,826+72.9% | $6,507-51.5% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |