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 | $19,288 | $110,809-82.6% | $86,874-77.8% | $167,490-88.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.31% | 116.98%-100.7pp | 63.52%-47.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $894 | $3,244-72.4% | $2,495-64.2% | $4,837-81.5% |
| Participant deferral / active EE | $1,969 | $4,546-56.7% | $3,699-46.8% | $6,341-69.0% |
| Admin fee / account holder | $128 | $8,415-98.5% | $5,828-97.8% | $12,309-99.0% |