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 | $25,949 | $109,817-76.4% | $98,442-73.6% | $167,490-84.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.98% | 1956.69%-1938.7pp | 1492.73%-1474.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,023 | $3,224-37.2% | $2,960-31.6% | $4,837-58.2% |
| Participant deferral / active EE | $3,940 | $4,673-15.7% | $4,276-7.9% | $6,341-37.9% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |