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 5-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 | $19,838 | $102,604-80.7% | $86,188-77.0% | $139,434-85.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.52% | 1922.51%-1899.0pp | 1168.45%-1144.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,004 | $3,032-33.9% | $2,380-15.8% | $4,751-57.8% |
| Participant deferral / active EE | $14,802 | $4,676+216.6% | $3,985+271.4% | $6,710+120.6% |
| Admin fee / account holder | $32 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |