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 | $31,034 | $77,419-59.9% | $69,455-55.3% | $152,861-79.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 8.22% | 39.06%-30.8pp | 28.97%-20.8pp | 345.32%-337.1pp |
| Employer contribution / active EE | $3,883 | $3,315+17.1% | $2,779+39.7% | $4,762-18.5% |
| Participant deferral / active EE | $2,452 | $4,414-44.5% | $3,535-30.7% | $5,850-58.1% |
| Admin fee / account holder | $11 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |