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 5-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 | $21,642 | $109,817-80.3% | $98,442-78.0% | $167,490-87.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.27% | 1956.69%-1932.4pp | 1492.73%-1468.5pp | 478.56%-454.3pp |
| Employer contribution / active EE | $2,982 | $3,224-7.5% | $2,960+0.7% | $4,837-38.4% |
| Participant deferral / active EE | $10,358 | $4,673+121.6% | $4,276+142.2% | $6,341+63.3% |
| Admin fee / account holder | $71 | $6,753-98.9% | $5,949-98.8% | $12,309-99.4% |