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 | $38,062 | $96,305-60.5% | $80,569-52.8% | $139,434-72.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.78% | 1350.08%-1336.3pp | 935.43%-921.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $7,402 | $3,262+126.9% | $2,723+171.8% | $4,751+55.8% |
| Participant deferral / active EE | $3,469 | $5,232-33.7% | $4,447-22.0% | $6,710-48.3% |
| Admin fee / account holder | $251 | $6,599-96.2% | $5,377-95.3% | $11,403-97.8% |