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 | $2,448 | $70,606-96.5% | $53,898-95.5% | $142,382-98.3% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 19.11% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $196 | $1,202-83.7% | $932-79.0% | $4,299-95.4% |
| Participant deferral / active EE | $969 | $2,364-59.0% | $1,826-46.9% | $6,507-85.1% |
| Admin fee / account holder | $10 | $2,852-99.7% | $2,491-99.6% | $12,624-99.9% |