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 6-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 | $27,093 | $74,888-63.8% | $71,209-62.0% | $142,382-81.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.35% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,524 | $2,854+23.4% | $2,721+29.5% | $4,299-18.0% |
| Participant deferral / active EE | $3,892 | $4,454-12.6% | $4,175-6.8% | $6,507-40.2% |
| Admin fee / account holder | $70 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |