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 | $44,981 | $70,606-36.3% | $53,898-16.5% | $142,382-68.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.01% | 619.81%-596.8pp | 528.60%-505.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $6,077 | $1,202+405.5% | $932+552.0% | $4,299+41.4% |
| Participant deferral / active EE | $12,750 | $2,364+439.4% | $1,826+598.1% | $6,507+95.9% |
| Admin fee / account holder | $147 | $2,852-94.8% | $2,491-94.1% | $12,624-98.8% |