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 | $40,240 | $74,888-46.3% | $71,209-43.5% | $142,382-71.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.35% | 345.14%-321.8pp | 282.51%-259.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,500 | $2,854+22.6% | $2,721+28.6% | $4,299-18.6% |
| Participant deferral / active EE | $7,000 | $4,454+57.1% | $4,175+67.7% | $6,507+7.6% |
| Admin fee / account holder | $39 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |