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 5-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 | $43,854 | $81,625-46.3% | $58,482-25.0% | $139,434-68.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.25% | 7404.20%-7385.9pp | 4239.32%-4221.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $448 | $1,398-68.0% | $1,053-57.5% | $4,751-90.6% |
| Participant deferral / active EE | $620 | $2,557-75.8% | $1,924-67.8% | $6,710-90.8% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |