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 | $2,419 | $70,606-96.6% | $53,898-95.5% | $142,382-98.3% |
| Participation rate | 93.8% | 63.7%+30.0pp | 55.0%+38.8pp | 80.1%+13.6pp |
| Annual return | 17.82% | 619.81%-602.0pp | 528.60%-510.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $365 | $1,202-69.6% | $932-60.8% | $4,299-91.5% |
| Participant deferral / active EE | $574 | $2,364-75.7% | $1,826-68.5% | $6,507-91.2% |
| Admin fee / account holder | $235 | $2,852-91.8% | $2,491-90.6% | $12,624-98.1% |