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 | $40,202 | $226,064-82.2% | $182,532-78.0% | $152,861-73.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.81% | 192.51%-169.7pp | 148.54%-125.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,470 | $4,978-70.5% | $4,076-63.9% | $4,762-69.1% |
| Participant deferral / active EE | $16,000 | $6,368+151.3% | $5,524+189.6% | $5,850+173.5% |
| Admin fee / account holder | $6 | $10,703-99.9% | $8,592-99.9% | $11,596-100.0% |