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 | $42,733 | $81,625-47.6% | $58,482-26.9% | $139,434-69.4% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 21.79% | 7404.20%-7382.4pp | 4239.32%-4217.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,172 | $1,398-16.2% | $1,053+11.3% | $4,751-75.3% |
| Participant deferral / active EE | $5,097 | $2,557+99.3% | $1,924+164.9% | $6,710-24.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |