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 5-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 | $18,579 | $76,738-75.8% | $56,411-67.1% | $145,922-87.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.75% | 2994.23%-2974.5pp | 1701.33%-1681.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,729 | $1,380+97.8% | $1,039+162.8% | $4,660-41.4% |
| Participant deferral / active EE | $3,560 | $2,623+35.8% | $1,952+82.4% | $6,688-46.8% |
| Admin fee / account holder | $18 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |