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 | $24,065 | $70,606-65.9% | $53,898-55.4% | $142,382-83.1% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 23.05% | 619.81%-596.8pp | 528.60%-505.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,386 | $1,202+15.3% | $932+48.7% | $4,299-67.8% |
| Participant deferral / active EE | $6,012 | $2,364+154.3% | $1,826+229.2% | $6,507-7.6% |
| Admin fee / account holder | $86 | $2,852-97.0% | $2,491-96.5% | $12,624-99.3% |