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 | $22,926 | $124,281-81.6% | $109,143-79.0% | $167,490-86.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.62% | 26.04%-9.4pp | 25.75%-9.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,783 | $4,207-57.6% | $3,722-52.1% | $4,837-63.1% |
| Participant deferral / active EE | $4,182 | $5,255-20.4% | $4,653-10.1% | $6,341-34.1% |
| Admin fee / account holder | $85 | $7,970-98.9% | $6,752-98.7% | $12,309-99.3% |