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 | $1,788 | $70,606-97.5% | $53,898-96.7% | $142,382-98.7% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 24.49% | 619.81%-595.3pp | 528.60%-504.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $434 | $1,202-63.9% | $932-53.4% | $4,299-89.9% |
| Participant deferral / active EE | $1,176 | $2,364-50.2% | $1,826-35.6% | $6,507-81.9% |
| Admin fee / account holder | $79 | $2,852-97.2% | $2,491-96.8% | $12,624-99.4% |