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 | $32,466 | $81,625-60.2% | $58,482-44.5% | $139,434-76.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 7.45% | 7404.20%-7396.7pp | 4239.32%-4231.9pp | 372.94%-365.5pp |
| Employer contribution / active EE | $654 | $1,398-53.2% | $1,053-37.9% | $4,751-86.2% |
| Participant deferral / active EE | $1,566 | $2,557-38.8% | $1,924-18.6% | $6,710-76.7% |
| Admin fee / account holder | $5 | $3,265-99.9% | $2,516-99.8% | $11,403-100.0% |