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 | $16,614 | $70,606-76.5% | $53,898-69.2% | $142,382-88.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.99% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,243 | $1,202+3.4% | $932+33.4% | $4,299-71.1% |
| Participant deferral / active EE | $11,817 | $2,364+399.9% | $1,826+547.0% | $6,507+81.6% |
| Admin fee / account holder | $158 | $2,852-94.5% | $2,491-93.6% | $12,624-98.7% |