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 | $28,897 | $58,208-50.4% | $81,812-64.7% | $80,856-64.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.08% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,895 | $2,340-19.0% | $2,912-34.9% | $2,755-31.2% |
| Participant deferral / active EE | $4,512 | $3,281+37.5% | $4,319+4.5% | $4,296+5.0% |
| Admin fee / account holder | $172 | $4,981-96.5% | $7,386-97.7% | $6,918-97.5% |