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 | $31,257 | $96,484-67.6% | $75,886-58.8% | $152,861-79.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 43.83% | 33.98%+9.8pp | 30.76%+13.1pp | 345.32%-301.5pp |
| Employer contribution / active EE | $1,138 | $3,309-65.6% | $2,500-54.5% | $4,762-76.1% |
| Participant deferral / active EE | $14,923 | $4,553+227.8% | $3,603+314.2% | $5,850+155.1% |
| Admin fee / account holder | $6 | $8,078-99.9% | $5,418-99.9% | $11,596-99.9% |