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 6-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 | $36,350 | $88,751-59.0% | $81,812-55.6% | $145,922-75.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.49% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,813 | $3,083-8.8% | $2,912-3.4% | $4,660-39.6% |
| Participant deferral / active EE | $3,406 | $4,643-26.6% | $4,319-21.1% | $6,688-49.1% |
| Admin fee / account holder | $274 | $8,415-96.7% | $7,386-96.3% | $13,397-98.0% |