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 8-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 | $41,612 | $102,604-59.4% | $86,188-51.7% | $139,434-70.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.81% | 1922.51%-1899.7pp | 1168.45%-1145.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,865 | $3,032-5.5% | $2,380+20.4% | $4,751-39.7% |
| Participant deferral / active EE | $9,163 | $4,676+96.0% | $3,985+129.9% | $6,710+36.5% |
| Admin fee / account holder | $65 | $8,657-99.2% | $6,852-99.1% | $11,403-99.4% |