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 | $37,394 | $70,606-47.0% | $53,898-30.6% | $142,382-73.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.97% | 619.81%-597.8pp | 528.60%-506.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,506 | $1,202+25.3% | $932+61.6% | $4,299-65.0% |
| Participant deferral / active EE | $16,516 | $2,364+598.7% | $1,826+804.4% | $6,507+153.8% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |