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 | $41,982 | $99,640-57.9% | $86,436-51.4% | $134,475-68.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.58% | 6782.58%-6780.0pp | 4394.89%-4392.3pp | 417.96%-415.4pp |
| Employer contribution / active EE | $8,916 | $4,400+102.6% | $3,769+136.6% | $4,740+88.1% |
| Participant deferral / active EE | $19,614 | $7,246+170.7% | $6,952+182.2% | $6,400+206.5% |
| Admin fee / account holder | $59 | $8,371-99.3% | $6,731-99.1% | $11,426-99.5% |