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 | $24,543 | $72,400-66.1% | $67,502-63.6% | $145,922-83.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 161.83% | 7182.46%-7020.6pp | 3512.12%-3350.3pp | 561.29%-399.5pp |
| Employer contribution / active EE | $2,285 | $3,069-25.5% | $2,731-16.3% | $4,660-51.0% |
| Participant deferral / active EE | $7,373 | $4,783+54.1% | $4,000+84.3% | $6,688+10.2% |
| Admin fee / account holder | $18 | $5,539-99.7% | $3,998-99.5% | $13,397-99.9% |