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 | $23,885 | $76,738-68.9% | $56,411-57.7% | $145,922-83.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.99% | 2994.23%-2979.2pp | 1701.33%-1686.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,861 | $1,380+107.4% | $1,039+175.5% | $4,660-38.6% |
| Participant deferral / active EE | $11,380 | $2,623+333.9% | $1,952+483.1% | $6,688+70.2% |
| Admin fee / account holder | $115 | $3,334-96.6% | $2,829-95.9% | $13,397-99.1% |