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 6-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 | $31,865 | $76,738-58.5% | $56,411-43.5% | $145,922-78.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,000 | $1,380+189.9% | $1,039+285.1% | $4,660-14.2% |
| Participant deferral / active EE | $5,000 | $2,623+90.7% | $1,952+156.2% | $6,688-25.2% |
| Admin fee / account holder | $69 | $3,334-97.9% | $2,829-97.6% | $13,397-99.5% |