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 4-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 | $18,144 | $70,606-74.3% | $53,898-66.3% | $142,382-87.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.50% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,659 | $1,202+38.0% | $932+78.0% | $4,299-61.4% |
| Participant deferral / active EE | $8,669 | $2,364+266.7% | $1,826+374.7% | $6,507+33.2% |
| Admin fee / account holder | $111 | $2,852-96.1% | $2,491-95.5% | $12,624-99.1% |