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 | $12,396 | $76,738-83.8% | $56,411-78.0% | $145,922-91.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.83% | 2994.23%-2986.4pp | 1701.33%-1693.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $673 | $1,380-51.2% | $1,039-35.2% | $4,660-85.6% |
| Participant deferral / active EE | $6,571 | $2,623+150.6% | $1,952+236.7% | $6,688-1.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |