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 3-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 | $42,118 | $70,756-40.5% | $65,493-35.7% | $142,382-70.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.80% | 1754.89%-1732.1pp | 982.45%-959.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,343 | $2,881-18.7% | $2,574-9.0% | $4,299-45.5% |
| Participant deferral / active EE | $16,410 | $4,637+253.9% | $3,961+314.3% | $6,507+152.2% |
| Admin fee / account holder | $59 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |