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 | $17,932 | $72,400-75.2% | $67,502-73.4% | $145,922-87.7% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 412.44% | 7182.46%-6770.0pp | 3512.12%-3099.7pp | 561.29%-148.8pp |
| Employer contribution / active EE | $396 | $3,069-87.1% | $2,731-85.5% | $4,660-91.5% |
| Participant deferral / active EE | $3,944 | $4,783-17.5% | $4,000-1.4% | $6,688-41.0% |
| Admin fee / account holder | $4 | $5,539-99.9% | $3,998-99.9% | $13,397-100.0% |