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 | $17,118 | $88,751-80.7% | $81,812-79.1% | $145,922-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.66% | 1025.40%-1002.7pp | 773.79%-751.1pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,759 | $3,083-43.0% | $2,912-39.6% | $4,660-62.3% |
| Participant deferral / active EE | $7,268 | $4,643+56.5% | $4,319+68.3% | $6,688+8.7% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.8% |