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 | $31,288 | $105,181-70.3% | $159,436-80.4% | $85,850-63.6% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 28.19% | 45.07%-16.9pp | 263.57%-235.4pp | 318.53%-290.3pp |
| Employer contribution / active EE | $3,320 | $3,318+0.1% | $4,829-31.3% | $2,565+29.4% |
| Participant deferral / active EE | $7,577 | $5,945+27.5% | $7,352+3.1% | $3,952+91.7% |
| Admin fee / account holder | $145 | $6,933-97.9% | $10,799-98.7% | $6,260-97.7% |