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 7-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 | $23,357 | $81,625-71.4% | $58,482-60.1% | $139,434-83.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 24.67% | 7404.20%-7379.5pp | 4239.32%-4214.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,129 | $1,398+52.3% | $1,053+102.2% | $4,751-55.2% |
| Participant deferral / active EE | $5,268 | $2,557+106.0% | $1,924+173.8% | $6,710-21.5% |
| Admin fee / account holder | $91 | $3,265-97.2% | $2,516-96.4% | $11,403-99.2% |