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 7-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 | $19,646 | $74,888-73.8% | $71,209-72.4% | $142,382-86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.38% | 345.14%-328.8pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,491 | $2,854-47.8% | $2,721-45.2% | $4,299-65.3% |
| Participant deferral / active EE | $2,410 | $4,454-45.9% | $4,175-42.3% | $6,507-63.0% |
| Admin fee / account holder | $114 | $5,568-97.9% | $5,349-97.9% | $12,624-99.1% |