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 | $35,107 | $155,788-77.5% | $124,672-71.8% | $167,490-79.0% |
| Participation rate | 70.0% | 81.1%-11.1pp | 74.6%-4.6pp | 82.1%-12.1pp |
| Annual return | 15.85% | 17.97%-2.1pp | 5142.93%-5127.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $837 | $4,163-79.9% | $3,324-74.8% | $4,837-82.7% |
| Participant deferral / active EE | $1,577 | $5,673-72.2% | $4,614-65.8% | $6,341-75.1% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |