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 5-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 | $33,681 | $70,756-52.4% | $65,493-48.6% | $142,382-76.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.79% | 1754.89%-1736.1pp | 982.45%-963.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,245 | $2,881-22.1% | $2,574-12.8% | $4,299-47.8% |
| Participant deferral / active EE | $3,373 | $4,637-27.3% | $3,961-14.9% | $6,507-48.2% |
| Admin fee / account holder | $102 | $6,559-98.4% | $5,028-98.0% | $12,624-99.2% |