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 | $76,115 | $99,020-23.1% | $86,590-12.1% | $147,584-48.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.86% | 1312.34%-1294.5pp | 964.84%-947.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,273 | $3,132-59.3% | $2,839-55.2% | $4,876-73.9% |
| Participant deferral / active EE | $1,567 | $3,972-60.6% | $3,609-56.6% | $5,439-71.2% |
| Admin fee / account holder | $111 | $5,710-98.1% | $4,906-97.7% | $10,885-99.0% |