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 | $24,858 | $100,773-75.3% | $88,946-72.1% | $142,382-82.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.77% | 70.18%-50.4pp | 57.82%-38.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $905 | $2,918-69.0% | $2,555-64.6% | $4,299-78.9% |
| Participant deferral / active EE | $2,783 | $5,230-46.8% | $4,581-39.2% | $6,507-57.2% |
| Admin fee / account holder | $138 | $9,693-98.6% | $8,261-98.3% | $12,624-98.9% |