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 9-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 | $29,828 | $29,660+0.6% | $56,411-47.1% | $80,856-63.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 15.71% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,383 | $669+554.8% | $1,039+322.0% | $2,755+59.1% |
| Participant deferral / active EE | $3,120 | $1,226+154.5% | $1,952+59.8% | $4,296-27.4% |
| Admin fee / account holder | $8 | $2,428-99.7% | $2,829-99.7% | $6,918-99.9% |