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 | $31,333 | $96,305-67.5% | $80,569-61.1% | $139,434-77.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.89% | 1350.08%-1330.2pp | 935.43%-915.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,443 | $3,262-25.1% | $2,723-10.3% | $4,751-48.6% |
| Participant deferral / active EE | $6,106 | $5,232+16.7% | $4,447+37.3% | $6,710-9.0% |
| Admin fee / account holder | $76 | $6,599-98.8% | $5,377-98.6% | $11,403-99.3% |