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 5-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 | $51,597 | $100,773-48.8% | $88,946-42.0% | $142,382-63.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.78% | 70.18%-55.4pp | 57.82%-43.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $683 | $2,918-76.6% | $2,555-73.3% | $4,299-84.1% |
| Participant deferral / active EE | $1,030 | $5,230-80.3% | $4,581-77.5% | $6,507-84.2% |
| Admin fee / account holder | $39 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |