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 | $52,923 | $72,400-26.9% | $67,502-21.6% | $145,922-63.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.38% | 7182.46%-7164.1pp | 3512.12%-3493.7pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,298 | $3,069-57.7% | $2,731-52.5% | $4,660-72.1% |
| Participant deferral / active EE | $13,041 | $4,783+172.6% | $4,000+226.0% | $6,688+95.0% |
| Admin fee / account holder | $258 | $5,539-95.3% | $3,998-93.6% | $13,397-98.1% |