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 | $29,603 | $88,751-66.6% | $81,812-63.8% | $145,922-79.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.59% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,023 | $3,083-66.8% | $2,912-64.9% | $4,660-78.1% |
| Participant deferral / active EE | $3,167 | $4,643-31.8% | $4,319-26.7% | $6,688-52.6% |
| Admin fee / account holder | $136 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |