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 8-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 | $17,948 | $102,604-82.5% | $86,188-79.2% | $139,434-87.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.25% | 1922.51%-1901.3pp | 1168.45%-1147.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,143 | $3,032-62.3% | $2,380-52.0% | $4,751-75.9% |
| Participant deferral / active EE | $1,190 | $4,676-74.5% | $3,985-70.1% | $6,710-82.3% |
| Admin fee / account holder | $268 | $8,657-96.9% | $6,852-96.1% | $11,403-97.6% |