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 4-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 | $12,091 | $81,625-85.2% | $58,482-79.3% | $139,434-91.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.96% | 7404.20%-7391.2pp | 4239.32%-4226.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,635 | $1,398+17.0% | $1,053+55.3% | $4,751-65.6% |
| Participant deferral / active EE | $5,305 | $2,557+107.5% | $1,924+175.7% | $6,710-20.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |