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 | $15,727 | $102,604-84.7% | $86,188-81.8% | $139,434-88.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.64% | 1922.51%-1904.9pp | 1168.45%-1150.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,057 | $3,032+33.8% | $2,380+70.5% | $4,751-14.6% |
| Participant deferral / active EE | $3,895 | $4,676-16.7% | $3,985-2.3% | $6,710-42.0% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |