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 | $31,226 | $70,606-55.8% | $53,898-42.1% | $142,382-78.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 27.75% | 619.81%-592.1pp | 528.60%-500.9pp | 217.08%-189.3pp |
| Employer contribution / active EE | $4,223 | $1,202+251.3% | $932+353.1% | $4,299-1.8% |
| Participant deferral / active EE | $9,294 | $2,364+293.1% | $1,826+408.9% | $6,507+42.8% |
| Admin fee / account holder | $41 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |