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 8-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 | $20,534 | $81,625-74.8% | $58,482-64.9% | $139,434-85.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.67% | 7404.20%-7391.5pp | 4239.32%-4226.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $4,079 | $1,398+191.8% | $1,053+287.3% | $4,751-14.1% |
| Participant deferral / active EE | $2,727 | $2,557+6.7% | $1,924+41.8% | $6,710-59.4% |
| Admin fee / account holder | $69 | $3,265-97.9% | $2,516-97.3% | $11,403-99.4% |