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 | $2,864 | $70,606-95.9% | $53,898-94.7% | $142,382-98.0% |
| Participation rate | 94.7% | 63.7%+31.0pp | 55.0%+39.8pp | 80.1%+14.6pp |
| Annual return | 21.53% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $689 | $1,202-42.7% | $932-26.0% | $4,299-84.0% |
| Participant deferral / active EE | $1,146 | $2,364-51.5% | $1,826-37.2% | $6,507-82.4% |
| Admin fee / account holder | $36 | $2,852-98.7% | $2,491-98.5% | $12,624-99.7% |