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 | $25,123 | $74,888-66.5% | $71,209-64.7% | $142,382-82.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.39% | 345.14%-330.8pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $970 | $2,854-66.0% | $2,721-64.4% | $4,299-77.4% |
| Participant deferral / active EE | $2,213 | $4,454-50.3% | $4,175-47.0% | $6,507-66.0% |
| Admin fee / account holder | $9 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |