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 | $28,654 | $70,606-59.4% | $53,898-46.8% | $142,382-79.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.83% | 619.81%-594.0pp | 528.60%-502.8pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,980 | $1,202+64.7% | $932+112.4% | $4,299-54.0% |
| Participant deferral / active EE | $12,802 | $2,364+441.5% | $1,826+601.0% | $6,507+96.7% |
| Admin fee / account holder | $106 | $2,852-96.3% | $2,491-95.7% | $12,624-99.2% |