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 | $11,331 | $70,606-84.0% | $53,898-79.0% | $142,382-92.0% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 21.79% | 619.81%-598.0pp | 528.60%-506.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $932 | $1,202-22.5% | $932-0.1% | $4,299-78.3% |
| Participant deferral / active EE | $3,323 | $2,364+40.6% | $1,826+82.0% | $6,507-48.9% |
| Admin fee / account holder | $16 | $2,852-99.5% | $2,491-99.4% | $12,624-99.9% |