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 | $78,435 | $70,606+11.1% | $53,898+45.5% | $142,382-44.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.05% | 619.81%-596.8pp | 528.60%-505.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $4,803 | $1,202+299.6% | $932+415.4% | $4,299+11.7% |
| Participant deferral / active EE | $12,166 | $2,364+414.6% | $1,826+566.2% | $6,507+87.0% |
| Admin fee / account holder | $78 | $2,852-97.3% | $2,491-96.9% | $12,624-99.4% |