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 | $23,346 | $70,756-67.0% | $65,493-64.4% | $142,382-83.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.92% | 1754.89%-1736.0pp | 982.45%-963.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,510 | $2,881-47.6% | $2,574-41.3% | $4,299-64.9% |
| Participant deferral / active EE | $5,257 | $4,637+13.4% | $3,961+32.7% | $6,507-19.2% |
| Admin fee / account holder | $69 | $6,559-98.9% | $5,028-98.6% | $12,624-99.5% |