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 3-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 | $29,672 | $156,846-81.1% | $121,098-75.5% | $139,434-78.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.16% | 1474.56%-1451.4pp | 985.75%-962.6pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,327 | $5,536-76.0% | $4,164-68.1% | $4,751-72.1% |
| Participant deferral / active EE | $9,970 | $4,844+105.8% | $4,080+144.4% | $6,710+48.6% |
| Admin fee / account holder | $33 | $6,946-99.5% | $5,644-99.4% | $11,403-99.7% |