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 | $38,022 | $96,484-60.6% | $75,886-49.9% | $152,861-75.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.39% | 33.98%-11.6pp | 30.76%-8.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,372 | $3,309+1.9% | $2,500+34.9% | $4,762-29.2% |
| Participant deferral / active EE | $10,053 | $4,553+120.8% | $3,603+179.0% | $5,850+71.8% |
| Admin fee / account holder | $15 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |