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 | $44,215 | $102,604-56.9% | $86,188-48.7% | $139,434-68.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.37% | 1922.51%-1907.1pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,323 | $3,032-56.4% | $2,380-44.4% | $4,751-72.2% |
| Participant deferral / active EE | $2,375 | $4,676-49.2% | $3,985-40.4% | $6,710-64.6% |
| Admin fee / account holder | $267 | $8,657-96.9% | $6,852-96.1% | $11,403-97.7% |