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 | $2,478 | $70,606-96.5% | $53,898-95.4% | $142,382-98.3% |
| Participation rate | 95.2% | 63.7%+31.5pp | 55.0%+40.3pp | 80.1%+15.1pp |
| Annual return | 33.84% | 619.81%-586.0pp | 528.60%-494.8pp | 217.08%-183.2pp |
| Employer contribution / active EE | $820 | $1,202-31.8% | $932-12.0% | $4,299-80.9% |
| Participant deferral / active EE | $1,805 | $2,364-23.7% | $1,826-1.2% | $6,507-72.3% |
| Admin fee / account holder | $64 | $2,852-97.8% | $2,491-97.4% | $12,624-99.5% |