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 4-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 | $18,901 | $70,606-73.2% | $53,898-64.9% | $142,382-86.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.29% | 619.81%-606.5pp | 528.60%-515.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,609 | $1,202+33.8% | $932+72.6% | $4,299-62.6% |
| Participant deferral / active EE | $11,750 | $2,364+397.0% | $1,826+543.4% | $6,507+80.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |