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 | $32,612 | $114,047-71.4% | $96,139-66.1% | $167,490-80.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.00% | 189.88%-173.9pp | 191.94%-175.9pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,922 | $3,427-43.9% | $2,797-31.3% | $4,837-60.3% |
| Participant deferral / active EE | $3,217 | $5,194-38.1% | $4,349-26.0% | $6,341-49.3% |
| Admin fee / account holder | $190 | $6,897-97.2% | $5,537-96.6% | $12,309-98.5% |