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 | $58,876 | $70,606-16.6% | $53,898+9.2% | $142,382-58.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.04% | 619.81%-600.8pp | 528.60%-509.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,244 | $1,202+169.8% | $932+248.0% | $4,299-24.5% |
| Participant deferral / active EE | $12,707 | $2,364+437.5% | $1,826+595.8% | $6,507+95.3% |
| Admin fee / account holder | $109 | $2,852-96.2% | $2,491-95.6% | $12,624-99.1% |