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 4-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 | $28,869 | $117,983-75.5% | $101,794-71.6% | $142,382-79.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.76% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,339 | $2,773-51.7% | $2,289-41.5% | $4,299-68.9% |
| Participant deferral / active EE | $9,779 | $4,714+107.5% | $4,084+139.4% | $6,507+50.3% |
| Admin fee / account holder | $120 | $10,433-98.9% | $8,777-98.6% | $12,624-99.1% |