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 | $16,116 | $30,400-47.0% | $53,898-70.1% | $84,808-81.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 20.39% | 500.19%-479.8pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,101 | $603+414.4% | $932+232.7% | $2,631+17.8% |
| Participant deferral / active EE | $1,341 | $1,199+11.9% | $1,826-26.6% | $4,212-68.2% |
| Admin fee / account holder | $164 | $1,993-91.8% | $2,491-93.4% | $7,344-97.8% |