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 | $64,133 | $70,756-9.4% | $65,493-2.1% | $142,382-55.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.40% | 1754.89%-1731.5pp | 982.45%-959.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $4,042 | $2,881+40.3% | $2,574+57.0% | $4,299-6.0% |
| Participant deferral / active EE | $16,423 | $4,637+254.2% | $3,961+314.6% | $6,507+152.4% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |