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 5-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 | $56,978 | $76,738-25.7% | $56,411+1.0% | $145,922-61.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.64% | 2994.23%-2973.6pp | 1701.33%-1680.7pp | 561.29%-540.6pp |
| Employer contribution / active EE | $1,956 | $1,380+41.7% | $1,039+88.3% | $4,660-58.0% |
| Participant deferral / active EE | $9,649 | $2,623+267.9% | $1,952+394.4% | $6,688+44.3% |
| Admin fee / account holder | $29 | $3,334-99.1% | $2,829-99.0% | $13,397-99.8% |