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 | $29,151 | $105,998-72.5% | $92,233-68.4% | $147,584-80.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.47% | 50.05%-21.6pp | 176.28%-147.8pp | 578.55%-550.1pp |
| Employer contribution / active EE | $1,372 | $4,333-68.3% | $3,679-62.7% | $4,876-71.9% |
| Participant deferral / active EE | $17,856 | $4,478+298.8% | $3,897+358.2% | $5,439+228.3% |
| Admin fee / account holder | $192 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |