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 | $34,791 | $70,756-50.8% | $65,493-46.9% | $142,382-75.6% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 23.31% | 1754.89%-1731.6pp | 982.45%-959.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,687 | $4,637+130.4% | $3,961+169.8% | $6,507+64.2% |
| Admin fee / account holder | $86 | $6,559-98.7% | $5,028-98.3% | $12,624-99.3% |