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 6-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 | $28,292 | $70,756-60.0% | $65,493-56.8% | $142,382-80.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.78% | 1754.89%-1732.1pp | 982.45%-959.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,948 | $2,881-32.4% | $2,574-24.3% | $4,299-54.7% |
| Participant deferral / active EE | $6,033 | $4,637+30.1% | $3,961+52.3% | $6,507-7.3% |
| Admin fee / account holder | $63 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |