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 | $12,695 | $30,400-58.2% | $53,898-76.4% | $84,808-85.0% |
| Participation rate | 84.6% | 46.4%+38.2pp | 55.0%+29.7pp | 68.3%+16.3pp |
| Annual return | 27.65% | 500.19%-472.5pp | 528.60%-500.9pp | 40.90%-13.2pp |
| Employer contribution / active EE | $726 | $603+20.5% | $932-22.1% | $2,631-72.4% |
| Participant deferral / active EE | $2,165 | $1,199+80.6% | $1,826+18.6% | $4,212-48.6% |
| Admin fee / account holder | $47 | $1,993-97.6% | $2,491-98.1% | $7,344-99.4% |