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 10-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 | $36,330 | $81,625-55.5% | $58,482-37.9% | $139,434-73.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.24% | 7404.20%-7387.0pp | 4239.32%-4222.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $838 | $1,398-40.1% | $1,053-20.4% | $4,751-82.4% |
| Participant deferral / active EE | $6,431 | $2,557+151.5% | $1,924+234.3% | $6,710-4.2% |
| Admin fee / account holder | $161 | $3,265-95.1% | $2,516-93.6% | $11,403-98.6% |