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 3-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 | $37,314 | $90,348-58.7% | $75,972-50.9% | $145,922-74.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.79% | 620.88%-610.1pp | 359.55%-348.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,352 | $3,311-59.2% | $2,685-49.6% | $4,660-71.0% |
| Participant deferral / active EE | $8,357 | $5,162+61.9% | $4,255+96.4% | $6,688+25.0% |
| Admin fee / account holder | $263 | $8,467-96.9% | $6,467-95.9% | $13,397-98.0% |