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 4-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 | $32,103 | $76,738-58.2% | $56,411-43.1% | $145,922-78.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.77% | 2994.23%-2983.5pp | 1701.33%-1690.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,024 | $1,380-25.8% | $1,039-1.4% | $4,660-78.0% |
| Participant deferral / active EE | $13,073 | $2,623+398.5% | $1,952+569.8% | $6,688+95.5% |
| Admin fee / account holder | $33 | $3,334-99.0% | $2,829-98.8% | $13,397-99.8% |