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 | $21,301 | $70,606-69.8% | $53,898-60.5% | $142,382-85.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 32.86% | 619.81%-587.0pp | 528.60%-495.7pp | 217.08%-184.2pp |
| Employer contribution / active EE | $1,088 | $1,202-9.5% | $932+16.7% | $4,299-74.7% |
| Participant deferral / active EE | $9,157 | $2,364+287.4% | $1,826+401.4% | $6,507+40.7% |
| Admin fee / account holder | $136 | $2,852-95.2% | $2,491-94.5% | $12,624-98.9% |