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 | $43,165 | $70,606-38.9% | $53,898-19.9% | $142,382-69.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.47% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,778 | $1,202+47.9% | $932+90.8% | $4,299-58.6% |
| Participant deferral / active EE | $10,067 | $2,364+325.9% | $1,826+451.2% | $6,507+54.7% |
| Admin fee / account holder | $275 | $2,852-90.4% | $2,491-89.0% | $12,624-97.8% |