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 10-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 | $30,042 | $81,632-63.2% | $70,449-57.4% | $158,922-81.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.74% | 208.40%-191.7pp | 109.03%-92.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $990 | $3,217-69.2% | $2,737-63.8% | $4,761-79.2% |
| Participant deferral / active EE | $1,304 | $4,554-71.4% | $3,709-64.8% | $5,982-78.2% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |