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 | $23,667 | $109,817-78.4% | $98,442-76.0% | $167,490-85.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 26.70% | 1956.69%-1930.0pp | 1492.73%-1466.0pp | 478.56%-451.9pp |
| Employer contribution / active EE | $385 | $3,224-88.1% | $2,960-87.0% | $4,837-92.0% |
| Participant deferral / active EE | $9,750 | $4,673+108.6% | $4,276+128.0% | $6,341+53.8% |
| Admin fee / account holder | $18 | $6,753-99.7% | $5,949-99.7% | $12,309-99.9% |