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 9-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 | $27,397 | $115,882-76.4% | $100,516-72.7% | $158,922-82.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.83% | 34.79%-18.0pp | 30.89%-14.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,650 | $4,103-35.4% | $3,418-22.5% | $4,761-44.3% |
| Participant deferral / active EE | $8,186 | $6,674+22.7% | $6,270+30.6% | $5,982+36.8% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |