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 8-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 | $19,628 | $185,200-89.4% | $142,863-86.3% | $167,490-88.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 16.27% | 8555.70%-8539.4pp | 5637.54%-5621.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,422 | $5,604-74.6% | $4,144-65.7% | $4,837-70.6% |
| Participant deferral / active EE | $4,105 | $4,494-8.7% | $3,837+7.0% | $6,341-35.3% |
| Admin fee / account holder | $57 | $8,031-99.3% | $6,560-99.1% | $12,309-99.5% |