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 8-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 | $30,230 | $100,852-70.0% | $90,404-66.6% | $158,922-81.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.76% | 1724.20%-1703.4pp | 1293.02%-1272.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $710 | $3,689-80.8% | $3,262-78.2% | $4,761-85.1% |
| Participant deferral / active EE | $2,829 | $4,348-34.9% | $3,963-28.6% | $5,982-52.7% |
| Admin fee / account holder | $143 | $6,501-97.8% | $5,611-97.5% | $11,246-98.7% |