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 | $12,522 | $72,400-82.7% | $67,502-81.4% | $145,922-91.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 20.64% | 7182.46%-7161.8pp | 3512.12%-3491.5pp | 561.29%-540.6pp |
| Employer contribution / active EE | $4,126 | $3,069+34.4% | $2,731+51.1% | $4,660-11.4% |
| Participant deferral / active EE | $5,248 | $4,783+9.7% | $4,000+31.2% | $6,688-21.5% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |