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 | $28,909 | $99,918-71.1% | $81,382-64.5% | $145,922-80.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 34.32%-19.9pp | 24.73%-10.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $836 | $2,978-71.9% | $2,463-66.0% | $4,660-82.1% |
| Participant deferral / active EE | $1,785 | $4,605-61.2% | $3,883-54.0% | $6,688-73.3% |
| Admin fee / account holder | $203 | $8,212-97.5% | $5,768-96.5% | $13,397-98.5% |