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 | $4,684 | $30,400-84.6% | $53,898-91.3% | $84,808-94.5% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 23.22% | 500.19%-477.0pp | 528.60%-505.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,161 | $603+92.7% | $932+24.6% | $2,631-55.9% |
| Participant deferral / active EE | $1,265 | $1,199+5.5% | $1,826-30.7% | $4,212-70.0% |
| Admin fee / account holder | $253 | $1,993-87.3% | $2,491-89.9% | $7,344-96.6% |