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 9-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 | $39,237 | $185,200-78.8% | $142,863-72.5% | $167,490-76.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 27.06% | 8555.70%-8528.6pp | 5637.54%-5610.5pp | 478.56%-451.5pp |
| Employer contribution / active EE | $736 | $5,604-86.9% | $4,144-82.2% | $4,837-84.8% |
| Participant deferral / active EE | $2,329 | $4,494-48.2% | $3,837-39.3% | $6,341-63.3% |
| Admin fee / account holder | $43 | $8,031-99.5% | $6,560-99.3% | $12,309-99.7% |