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 | $42,511 | $172,478-75.4% | $145,661-70.8% | $142,382-70.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 725.52% | 151.09%+574.4pp | 101.46%+624.1pp | 217.08%+508.4pp |
| Employer contribution / active EE | $1,281 | $4,899-73.8% | $4,238-69.8% | $4,299-70.2% |
| Participant deferral / active EE | $3,235 | $8,348-61.3% | $7,198-55.1% | $6,507-50.3% |
| Admin fee / account holder | $254 | $16,864-98.5% | $12,466-98.0% | $12,624-98.0% |