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 | $19,400 | $102,966-81.2% | $90,281-78.5% | $152,861-87.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 39.20% | 95.16%-56.0pp | 78.10%-38.9pp | 345.32%-306.1pp |
| Employer contribution / active EE | $1,949 | $3,139-37.9% | $2,854-31.7% | $4,762-59.1% |
| Participant deferral / active EE | $7,789 | $4,281+81.9% | $3,885+100.5% | $5,850+33.1% |
| Admin fee / account holder | $6 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |