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 7-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 | $23,259 | $96,635-75.9% | $86,612-73.1% | $139,434-83.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.04% | 106.41%-91.4pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,319 | $3,263-59.6% | $3,022-56.4% | $4,751-72.2% |
| Participant deferral / active EE | $1,584 | $4,836-67.3% | $4,438-64.3% | $6,710-76.4% |
| Admin fee / account holder | $235 | $6,408-96.3% | $5,614-95.8% | $11,403-97.9% |