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 | $20,488 | $90,348-77.3% | $75,972-73.0% | $145,922-86.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.82% | 620.88%-606.1pp | 359.55%-344.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,484 | $3,311+126.0% | $2,685+178.8% | $4,660+60.6% |
| Participant deferral / active EE | $5,656 | $5,162+9.6% | $4,255+32.9% | $6,688-15.4% |
| Admin fee / account holder | $294 | $8,467-96.5% | $6,467-95.5% | $13,397-97.8% |