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 6-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 | $29,565 | $109,817-73.1% | $98,442-70.0% | $167,490-82.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.25% | 1956.69%-1938.4pp | 1492.73%-1474.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $5,357 | $3,224+66.2% | $2,960+81.0% | $4,837+10.7% |
| Participant deferral / active EE | $1,001 | $4,673-78.6% | $4,276-76.6% | $6,341-84.2% |
| Admin fee / account holder | $13 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |