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 3-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 | $52,008 | $70,756-26.5% | $65,493-20.6% | $142,382-63.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 21.95% | 1754.89%-1732.9pp | 982.45%-960.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $832 | $2,881-71.1% | $2,574-67.7% | $4,299-80.6% |
| Participant deferral / active EE | $12,825 | $4,637+176.6% | $3,961+223.8% | $6,507+97.1% |
| Admin fee / account holder | $97 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |