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 | $73,471 | $70,606+4.1% | $53,898+36.3% | $142,382-48.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 26.32% | 619.81%-593.5pp | 528.60%-502.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,894 | $1,202+140.7% | $932+210.4% | $4,299-32.7% |
| Participant deferral / active EE | $12,058 | $2,364+410.1% | $1,826+560.3% | $6,507+85.3% |
| Admin fee / account holder | $147 | $2,852-94.8% | $2,491-94.1% | $12,624-98.8% |