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 | $3,561 | $70,606-95.0% | $53,898-93.4% | $142,382-97.5% |
| Participation rate | 85.0% | 63.7%+21.3pp | 55.0%+30.0pp | 80.1%+4.9pp |
| Annual return | 18.93% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $873 | $1,202-27.4% | $932-6.4% | $4,299-79.7% |
| Participant deferral / active EE | $1,038 | $2,364-56.1% | $1,826-43.1% | $6,507-84.0% |
| Admin fee / account holder | $63 | $2,852-97.8% | $2,491-97.5% | $12,624-99.5% |