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 8-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 | $25,717 | $98,750-74.0% | $149,696-82.8% | $79,858-67.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.81% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,047 | $3,216-67.5% | $4,644-77.5% | $2,471-57.6% |
| Participant deferral / active EE | $4,540 | $5,680-20.1% | $6,842-33.6% | $3,740+21.4% |
| Admin fee / account holder | $50 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |