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 9-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 | $32,230 | $70,756-54.4% | $65,493-50.8% | $142,382-77.4% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 19.52% | 1754.89%-1735.4pp | 982.45%-962.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,837 | $2,881-1.5% | $2,574+10.2% | $4,299-34.0% |
| Participant deferral / active EE | $2,710 | $4,637-41.6% | $3,961-31.6% | $6,507-58.4% |
| Admin fee / account holder | $16 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |