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 | $24,863 | $70,756-64.9% | $65,493-62.0% | $142,382-82.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.36% | 1754.89%-1734.5pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,760 | $2,881-38.9% | $2,574-31.6% | $4,299-59.1% |
| Participant deferral / active EE | $3,768 | $4,637-18.8% | $3,961-4.9% | $6,507-42.1% |
| Admin fee / account holder | $59 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |