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 7-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 | $12,129 | $77,730-84.4% | $70,164-82.7% | $139,434-91.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 49.22% | 18.98%+30.2pp | 18.87%+30.4pp | 372.94%-323.7pp |
| Employer contribution / active EE | $3,132 | $4,990-37.2% | $4,287-26.9% | $4,751-34.1% |
| Participant deferral / active EE | $1,803 | $6,448-72.0% | $5,395-66.6% | $6,710-73.1% |
| Admin fee / account holder | $20 | $5,368-99.6% | $4,561-99.6% | $11,403-99.8% |