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 | $22,319 | $97,044-77.0% | $83,333-73.2% | $135,375-83.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 14.36% | 12.31%+2.0pp | 10.63%+3.7pp | 519.73%-505.4pp |
| Employer contribution / active EE | $1,999 | $4,143-51.8% | $3,379-40.8% | $4,779-58.2% |
| Participant deferral / active EE | $9,936 | $5,964+66.6% | $5,565+78.6% | $5,609+77.2% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |