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 | $34,245 | $77,503-55.8% | $100,391-65.9% | $80,856-57.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 16.40% | 37.20%-20.8pp | 49.20%-32.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,359 | $2,801-15.8% | $3,942-40.2% | $2,755-14.4% |
| Participant deferral / active EE | $4,745 | $6,820-30.4% | $8,082-41.3% | $4,296+10.5% |
| Admin fee / account holder | $94 | $5,897-98.4% | $7,899-98.8% | $6,918-98.6% |