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 | $41,284 | $70,606-41.5% | $53,898-23.4% | $142,382-71.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.51% | 619.81%-605.3pp | 528.60%-514.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,824 | $1,202+51.8% | $932+95.7% | $4,299-57.6% |
| Participant deferral / active EE | $3,989 | $2,364+68.7% | $1,826+118.4% | $6,507-38.7% |
| Admin fee / account holder | $34 | $2,852-98.8% | $2,491-98.6% | $12,624-99.7% |