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 | $25,950 | $72,400-64.2% | $67,502-61.6% | $145,922-82.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.79% | 7182.46%-7170.7pp | 3512.12%-3500.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,309 | $3,069+40.4% | $2,731+57.8% | $4,660-7.5% |
| Participant deferral / active EE | $6,211 | $4,783+29.8% | $4,000+55.3% | $6,688-7.1% |
| Admin fee / account holder | $36 | $5,539-99.4% | $3,998-99.1% | $13,397-99.7% |