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 | $22,837 | $110,502-79.3% | $80,716-71.7% | $167,490-86.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.33% | 120.54%-106.2pp | 87.28%-72.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,862 | $1,543+20.7% | $1,160+60.5% | $4,837-61.5% |
| Participant deferral / active EE | $3,545 | $2,871+23.5% | $2,146+65.2% | $6,341-44.1% |
| Admin fee / account holder | $117 | $4,545-97.4% | $3,380-96.5% | $12,309-99.0% |