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 | $19,916 | $85,202-76.6% | $172,739-88.5% | $72,985-72.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.53% | 27.32%+0.2pp | 802.84%-775.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,109 | $3,324-36.6% | $5,143-59.0% | $2,440-13.6% |
| Participant deferral / active EE | $2,897 | $3,260-11.1% | $5,198-44.3% | $3,607-19.7% |
| Admin fee / account holder | $274 | $5,884-95.3% | $13,954-98.0% | $5,124-94.6% |