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 | $33,688 | $111,724-69.8% | $93,606-64.0% | $145,922-76.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.34% | 202.98%-185.6pp | 133.20%-115.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,008 | $3,090-67.4% | $2,420-58.3% | $4,660-78.4% |
| Participant deferral / active EE | $1,254 | $4,912-74.5% | $4,411-71.6% | $6,688-81.3% |
| Admin fee / account holder | $136 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |