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 | $14,651 | $84,696-82.7% | $75,696-80.6% | $167,490-91.3% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.8%-4.8pp | 82.1%-12.1pp |
| Annual return | 24.98% | 199.36%-174.4pp | 104.53%-79.6pp | 478.56%-453.6pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,129 | $4,580-75.3% | $3,821-70.4% | $6,341-82.2% |
| Admin fee / account holder | $46 | $5,355-99.1% | $3,619-98.7% | $12,309-99.6% |