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 6-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 | $17,603 | $30,400-42.1% | $53,898-67.3% | $84,808-79.2% |
| Participation rate | 93.8% | 46.4%+47.3pp | 55.0%+38.8pp | 68.3%+25.4pp |
| Annual return | 22.63% | 500.19%-477.6pp | 528.60%-506.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $3,336 | $603+453.5% | $932+257.9% | $2,631+26.8% |
| Participant deferral / active EE | $2,192 | $1,199+82.9% | $1,826+20.0% | $4,212-48.0% |
| Admin fee / account holder | $292 | $1,993-85.3% | $2,491-88.3% | $7,344-96.0% |