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 | $20,442 | $102,616-80.1% | $81,983-75.1% | $158,922-87.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 35.12% | 61.04%-25.9pp | 41.31%-6.2pp | 302.83%-267.7pp |
| Employer contribution / active EE | $1,947 | $3,240-39.9% | $2,498-22.1% | $4,761-59.1% |
| Participant deferral / active EE | $11,546 | $4,648+148.4% | $3,722+210.2% | $5,982+93.0% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |