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 | $16,240 | $96,305-83.1% | $80,569-79.8% | $139,434-88.4% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 37.25% | 1350.08%-1312.8pp | 935.43%-898.2pp | 372.94%-335.7pp |
| Employer contribution / active EE | $4,277 | $3,262+31.1% | $2,723+57.1% | $4,751-10.0% |
| Participant deferral / active EE | $9,165 | $5,232+75.2% | $4,447+106.1% | $6,710+36.6% |
| Admin fee / account holder | $18 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |