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 | $29,113 | $70,606-58.8% | $53,898-46.0% | $142,382-79.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.68% | 619.81%-597.1pp | 528.60%-505.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $5,436 | $1,202+352.2% | $932+483.2% | $4,299+26.4% |
| Participant deferral / active EE | $3,558 | $2,364+50.5% | $1,826+94.8% | $6,507-45.3% |
| Admin fee / account holder | $59 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |