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 | $8,176 | $45,863-82.2% | $77,024-89.4% | $68,494-88.1% |
| Participation rate | 96.3% | 55.9%+40.4pp | 67.9%+28.4pp | 67.9%+28.4pp |
| Annual return | 805.43% | 1.72%+803.7pp | 42.32%+763.1pp | -7.84%+813.3pp |
| Employer contribution / active EE | $1,293 | $1,650-21.6% | $2,812-54.0% | $2,596-50.2% |
| Participant deferral / active EE | $1,511 | $2,962-49.0% | $4,426-65.9% | $4,027-62.5% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |