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 | $19,205 | $70,756-72.9% | $65,493-70.7% | $142,382-86.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.72% | 1754.89%-1731.2pp | 982.45%-958.7pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,046 | $2,881-29.0% | $2,574-20.5% | $4,299-52.4% |
| Participant deferral / active EE | $3,901 | $4,637-15.9% | $3,961-1.5% | $6,507-40.1% |
| Admin fee / account holder | $99 | $6,559-98.5% | $5,028-98.0% | $12,624-99.2% |