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 | $35,864 | $114,381-68.6% | $107,525-66.6% | $142,382-74.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.99% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,684 | $4,015-33.1% | $3,754-28.5% | $4,299-37.6% |
| Participant deferral / active EE | $8,113 | $5,564+45.8% | $5,116+58.6% | $6,507+24.7% |
| Admin fee / account holder | $263 | $9,860-97.3% | $8,919-97.1% | $12,624-97.9% |