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 | $1,642 | $70,606-97.7% | $53,898-97.0% | $142,382-98.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.92% | 619.81%-598.9pp | 528.60%-507.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $144 | $1,202-88.0% | $932-84.5% | $4,299-96.6% |
| Participant deferral / active EE | $253 | $2,364-89.3% | $1,826-86.2% | $6,507-96.1% |
| Admin fee / account holder | $10 | $2,852-99.6% | $2,491-99.6% | $12,624-99.9% |