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 | $28,409 | $100,773-71.8% | $88,946-68.1% | $142,382-80.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.86% | 70.18%-48.3pp | 57.82%-36.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,929 | $2,918-33.9% | $2,555-24.5% | $4,299-55.1% |
| Participant deferral / active EE | $4,550 | $5,230-13.0% | $4,581-0.7% | $6,507-30.1% |
| Admin fee / account holder | $156 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |