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 | $4,359 | $30,400-85.7% | $53,898-91.9% | $84,808-94.9% |
| Participation rate | 71.9% | 46.4%+25.4pp | 55.0%+16.9pp | 68.3%+3.6pp |
| Annual return | 23.39% | 500.19%-476.8pp | 528.60%-505.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $828 | $603+37.3% | $932-11.2% | $2,631-68.5% |
| Participant deferral / active EE | $1,268 | $1,199+5.8% | $1,826-30.6% | $4,212-69.9% |
| Admin fee / account holder | $132 | $1,993-93.4% | $2,491-94.7% | $7,344-98.2% |