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 | $37,300 | $111,754-66.6% | $103,333-63.9% | $145,922-74.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.00% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,879 | $4,212-55.4% | $3,868-51.4% | $4,660-59.7% |
| Participant deferral / active EE | $6,606 | $5,619+17.6% | $5,057+30.6% | $6,688-1.2% |
| Admin fee / account holder | $81 | $9,750-99.2% | $8,355-99.0% | $13,397-99.4% |