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 | $36,232 | $99,877-63.7% | $84,966-57.4% | $145,922-75.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $470 | $3,231-85.5% | $2,727-82.8% | $4,660-89.9% |
| Participant deferral / active EE | $1,174 | $5,291-77.8% | $4,519-74.0% | $6,688-82.4% |
| Admin fee / account holder | $87 | $7,248-98.8% | $6,149-98.6% | $13,397-99.3% |