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 | $4,056 | $30,400-86.7% | $53,898-92.5% | $84,808-95.2% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 21.44% | 500.19%-478.7pp | 528.60%-507.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $99 | $603-83.6% | $932-89.4% | $2,631-96.3% |
| Participant deferral / active EE | $592 | $1,199-50.6% | $1,826-67.6% | $4,212-85.9% |
| Admin fee / account holder | $54 | $1,993-97.3% | $2,491-97.8% | $7,344-99.3% |