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 4-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 | $26,504 | $70,606-62.5% | $53,898-50.8% | $142,382-81.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.60% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $592 | $1,202-50.7% | $932-36.5% | $4,299-86.2% |
| Participant deferral / active EE | $5,564 | $2,364+135.4% | $1,826+204.7% | $6,507-14.5% |
| Admin fee / account holder | $63 | $2,852-97.8% | $2,491-97.5% | $12,624-99.5% |