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 5-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 | $41,466 | $100,773-58.9% | $88,946-53.4% | $142,382-70.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.60% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,090 | $2,918-62.6% | $2,555-57.3% | $4,299-74.6% |
| Participant deferral / active EE | $1,362 | $5,230-74.0% | $4,581-70.3% | $6,507-79.1% |
| Admin fee / account holder | $90 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |