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 | $33,458 | $76,738-56.4% | $56,411-40.7% | $145,922-77.1% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 20.17% | 2994.23%-2974.1pp | 1701.33%-1681.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $6,667 | $1,380+383.2% | $1,039+541.9% | $4,660+43.1% |
| Participant deferral / active EE | $6,934 | $2,623+164.4% | $1,952+255.2% | $6,688+3.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |