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 | $10,764 | $30,400-64.6% | $53,898-80.0% | $84,808-87.3% |
| Participation rate | 96.3% | 46.4%+49.9pp | 55.0%+41.3pp | 68.3%+28.0pp |
| Annual return | 21.12% | 500.19%-479.1pp | 528.60%-507.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,682 | $603+179.1% | $932+80.5% | $2,631-36.1% |
| Participant deferral / active EE | $2,984 | $1,199+148.9% | $1,826+63.4% | $4,212-29.2% |
| Admin fee / account holder | $22 | $1,993-98.9% | $2,491-99.1% | $7,344-99.7% |