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 | $22,340 | $112,096-80.1% | $95,952-76.7% | $158,922-85.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 39.02% | 171.09%-132.1pp | 91.61%-52.6pp | 302.83%-263.8pp |
| Employer contribution / active EE | $2,504 | $3,198-21.7% | $2,541-1.5% | $4,761-47.4% |
| Participant deferral / active EE | $8,812 | $4,784+84.2% | $4,167+111.5% | $5,982+47.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |