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 | $20,111 | $76,738-73.8% | $56,411-64.3% | $145,922-86.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.06% | 2994.23%-2981.2pp | 1701.33%-1688.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,574 | $1,380+14.1% | $1,039+51.6% | $4,660-66.2% |
| Participant deferral / active EE | $3,149 | $2,623+20.1% | $1,952+61.3% | $6,688-52.9% |
| Admin fee / account holder | $178 | $3,334-94.7% | $2,829-93.7% | $13,397-98.7% |