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 | $2,939 | $30,400-90.3% | $53,898-94.5% | $84,808-96.5% |
| Participation rate | 97.6% | 46.4%+51.2pp | 55.0%+42.7pp | 68.3%+29.3pp |
| Annual return | 94.50% | 500.19%-405.7pp | 528.60%-434.1pp | 40.90%+53.6pp |
| Employer contribution / active EE | $1,476 | $603+144.9% | $932+58.4% | $2,631-43.9% |
| Participant deferral / active EE | $1,740 | $1,199+45.2% | $1,826-4.7% | $4,212-58.7% |
| Admin fee / account holder | $173 | $1,993-91.3% | $2,491-93.1% | $7,344-97.6% |