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 8-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 | $17,605 | $76,738-77.1% | $56,411-68.8% | $145,922-87.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.65% | 2994.23%-2984.6pp | 1701.33%-1691.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,059 | $1,380+266.6% | $1,039+387.1% | $4,660+8.6% |
| Participant deferral / active EE | $2,299 | $2,623-12.3% | $1,952+17.8% | $6,688-65.6% |
| Admin fee / account holder | $154 | $3,334-95.4% | $2,829-94.6% | $13,397-98.9% |