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 5-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 | $5,739 | $27,915-79.4% | $58,482-90.2% | $75,163-92.4% |
| Participation rate | 98.6% | 38.8%+59.7pp | 50.9%+47.7pp | 67.2%+31.4pp |
| Annual return | 28.24% | 44.20%-16.0pp | 4239.32%-4211.1pp | 160.62%-132.4pp |
| Employer contribution / active EE | $2,903 | $669+333.9% | $1,053+175.6% | $2,670+8.7% |
| Participant deferral / active EE | $772 | $1,201-35.7% | $1,924-59.9% | $4,125-81.3% |
| Admin fee / account holder | $153 | $1,726-91.1% | $2,516-93.9% | $5,651-97.3% |