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 | $30,658 | $81,632-62.4% | $70,449-56.5% | $158,922-80.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.91% | 208.40%-191.5pp | 109.03%-92.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,544 | $3,217-52.0% | $2,737-43.6% | $4,761-67.6% |
| Participant deferral / active EE | $3,338 | $4,554-26.7% | $3,709-10.0% | $5,982-44.2% |
| Admin fee / account holder | $280 | $6,193-95.5% | $3,845-92.7% | $11,246-97.5% |