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 | $30,107 | $154,117-80.5% | $129,995-76.8% | $139,434-78.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 16.28% | 32.48%-16.2pp | -137.18%+153.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,000 | $5,289-24.4% | $4,320-7.4% | $4,751-15.8% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $87 | $14,007-99.4% | $10,614-99.2% | $11,403-99.2% |