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 | $15,699 | $100,852-84.4% | $90,404-82.6% | $158,922-90.1% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 42.63% | 1724.20%-1681.6pp | 1293.02%-1250.4pp | 302.83%-260.2pp |
| Employer contribution / active EE | $399 | $3,689-89.2% | $3,262-87.8% | $4,761-91.6% |
| Participant deferral / active EE | $9,124 | $4,348+109.9% | $3,963+130.2% | $5,982+52.5% |
| Admin fee / account holder | $87 | $6,501-98.7% | $5,611-98.4% | $11,246-99.2% |