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 | $33,127 | $76,738-56.8% | $56,411-41.3% | $145,922-77.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.74% | 2994.23%-2971.5pp | 1701.33%-1678.6pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,251 | $1,380-9.3% | $1,039+20.5% | $4,660-73.1% |
| Participant deferral / active EE | $1,446 | $2,623-44.9% | $1,952-25.9% | $6,688-78.4% |
| Admin fee / account holder | $24 | $3,334-99.3% | $2,829-99.2% | $13,397-99.8% |