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 | $58,896 | $109,817-46.4% | $98,442-40.2% | $167,490-64.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.87% | 1956.69%-1935.8pp | 1492.73%-1471.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,097 | $3,224-34.9% | $2,960-29.1% | $4,837-56.6% |
| Participant deferral / active EE | $15,296 | $4,673+227.3% | $4,276+257.7% | $6,341+141.2% |
| Admin fee / account holder | $169 | $6,753-97.5% | $5,949-97.2% | $12,309-98.6% |