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 7-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 | $21,701 | $108,642-80.0% | $74,701-70.9% | $152,861-85.8% |
| Participation rate | 77.8% | 65.3%+12.4pp | 54.5%+23.3pp | 82.4%-4.7pp |
| Annual return | 24.46% | 114.06%-89.6pp | 752.92%-728.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $510 | $1,503-66.1% | $1,084-53.0% | $4,762-89.3% |
| Participant deferral / active EE | $3,348 | $2,712+23.4% | $1,964+70.5% | $5,850-42.8% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |