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 | $42,369 | $70,606-40.0% | $53,898-21.4% | $142,382-70.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.57% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,077 | $1,202+239.2% | $932+337.4% | $4,299-5.2% |
| Participant deferral / active EE | $5,096 | $2,364+115.6% | $1,826+179.0% | $6,507-21.7% |
| Admin fee / account holder | $101 | $2,852-96.5% | $2,491-95.9% | $12,624-99.2% |