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 | $19,711 | $69,207-71.5% | $64,056-69.2% | $139,434-85.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.93% | 45.88%-11.0pp | 33.69%+1.2pp | 372.94%-338.0pp |
| Employer contribution / active EE | $5,806 | $3,182+82.4% | $2,747+111.4% | $4,751+22.2% |
| Participant deferral / active EE | $2,600 | $4,682-44.5% | $3,880-33.0% | $6,710-61.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |