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 | $29,329 | $102,966-71.5% | $90,281-67.5% | $152,861-80.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.65% | 95.16%-71.5pp | 78.10%-54.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $880 | $3,139-72.0% | $2,854-69.2% | $4,762-81.5% |
| Participant deferral / active EE | $2,730 | $4,281-36.2% | $3,885-29.7% | $5,850-53.3% |
| Admin fee / account holder | $180 | $6,171-97.1% | $5,351-96.6% | $11,596-98.4% |