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 | $19,307 | $106,890-81.9% | $84,015-77.0% | $152,861-87.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 24.97% | 104.99%-80.0pp | 71.31%-46.3pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,666 | $2,734-39.1% | $1,983-16.0% | $4,762-65.0% |
| Participant deferral / active EE | $2,128 | $4,011-47.0% | $3,239-34.3% | $5,850-63.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |