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 8-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 | $39,516 | $105,860-62.7% | $90,749-56.5% | $134,475-70.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 7.10% | -11.01%+18.1pp | -12.16%+19.3pp | 417.96%-410.9pp |
| Employer contribution / active EE | $1,961 | $3,462-43.4% | $2,921-32.9% | $4,740-58.6% |
| Participant deferral / active EE | $7,354 | $5,216+41.0% | $4,564+61.1% | $6,400+14.9% |
| Admin fee / account holder | $123 | $13,938-99.1% | $8,445-98.5% | $11,426-98.9% |