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 | $4,376 | $70,606-93.8% | $53,898-91.9% | $142,382-96.9% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 20.23% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $200 | $1,202-83.3% | $932-78.5% | $4,299-95.3% |
| Participant deferral / active EE | $892 | $2,364-62.3% | $1,826-51.2% | $6,507-86.3% |
| Admin fee / account holder | $9 | $2,852-99.7% | $2,491-99.6% | $12,624-99.9% |