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 | $26,577 | $109,817-75.8% | $98,442-73.0% | $167,490-84.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.75% | 1956.69%-1937.9pp | 1492.73%-1474.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $694 | $3,224-78.5% | $2,960-76.6% | $4,837-85.7% |
| Participant deferral / active EE | $2,268 | $4,673-51.5% | $4,276-47.0% | $6,341-64.2% |
| Admin fee / account holder | $280 | $6,753-95.9% | $5,949-95.3% | $12,309-97.7% |