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 7-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 | $24,836 | $74,888-66.8% | $71,209-65.1% | $142,382-82.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.06% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,424 | $2,854-50.1% | $2,721-47.7% | $4,299-66.9% |
| Participant deferral / active EE | $2,840 | $4,454-36.2% | $4,175-32.0% | $6,507-56.4% |
| Admin fee / account holder | $78 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |