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 7-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 | $35,332 | $114,381-69.1% | $107,525-67.1% | $142,382-75.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.01% | 242.71%-217.7pp | 181.32%-156.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,120 | $4,015-47.2% | $3,754-43.5% | $4,299-50.7% |
| Participant deferral / active EE | $7,500 | $5,564+34.8% | $5,116+46.6% | $6,507+15.3% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |