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 8-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 | $39,849 | $47,848-16.7% | $81,478-51.1% | $70,131-43.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 13.97% | 27.25%-13.3pp | 38.78%-24.8pp | 73.14%-59.2pp |
| Employer contribution / active EE | $19,486 | $1,527+1176.0% | $2,568+658.9% | $2,342+731.9% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $254 | $3,145-91.9% | $4,561-94.4% | $4,645-94.5% |