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 | $17,385 | $76,738-77.3% | $56,411-69.2% | $145,922-88.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 2994.23%-2983.6pp | 1701.33%-1690.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,256 | $1,380+63.5% | $1,039+117.2% | $4,660-51.6% |
| Participant deferral / active EE | $5,933 | $2,623+126.2% | $1,952+203.9% | $6,688-11.3% |
| Admin fee / account holder | $260 | $3,334-92.2% | $2,829-90.8% | $13,397-98.1% |