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 | $51,500 | $70,606-27.1% | $53,898-4.4% | $142,382-63.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.88% | 619.81%-596.9pp | 528.60%-505.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,403 | $1,202+183.1% | $932+265.1% | $4,299-20.8% |
| Participant deferral / active EE | $15,667 | $2,364+562.7% | $1,826+757.9% | $6,507+140.8% |
| Admin fee / account holder | $134 | $2,852-95.3% | $2,491-94.6% | $12,624-98.9% |