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 9-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 | $27,284 | $72,012-62.1% | $185,823-85.3% | $79,858-65.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 19.86% | 23.12%-3.3pp | 35.95%-16.1pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,984 | $1,965+51.9% | $4,087-27.0% | $2,471+20.8% |
| Participant deferral / active EE | $3,230 | $3,779-14.5% | $5,632-42.6% | $3,740-13.6% |
| Admin fee / account holder | $240 | $4,513-94.7% | $9,500-97.5% | $5,306-95.5% |