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 6-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 | $22,309 | $127,264-82.5% | $109,895-79.7% | $167,490-86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.47% | 22.97%-10.5pp | 29.45%-17.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,476 | $3,322-25.5% | $2,842-12.9% | $4,837-48.8% |
| Participant deferral / active EE | $15,429 | $4,514+241.8% | $4,048+281.2% | $6,341+143.3% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |