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 | $38,559 | $102,966-62.6% | $90,281-57.3% | $152,861-74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.30% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,919 | $3,139-38.9% | $2,854-32.8% | $4,762-59.7% |
| Participant deferral / active EE | $7,426 | $4,281+73.4% | $3,885+91.1% | $5,850+26.9% |
| Admin fee / account holder | $17 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |