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 6-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 | $4,714 | $30,400-84.5% | $53,898-91.3% | $84,808-94.4% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 20.04% | 500.19%-480.1pp | 528.60%-508.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $108 | $603-82.1% | $932-88.4% | $2,631-95.9% |
| Participant deferral / active EE | $604 | $1,199-49.6% | $1,826-66.9% | $4,212-85.7% |
| Admin fee / account holder | $147 | $1,993-92.6% | $2,491-94.1% | $7,344-98.0% |