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 4-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 | $3,998 | $70,606-94.3% | $53,898-92.6% | $142,382-97.2% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 31.04% | 619.81%-588.8pp | 528.60%-497.6pp | 217.08%-186.0pp |
| Employer contribution / active EE | $972 | $1,202-19.1% | $932+4.3% | $4,299-77.4% |
| Participant deferral / active EE | $972 | $2,364-58.9% | $1,826-46.8% | $6,507-85.1% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |