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 8-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 | $30,846 | $112,881-72.7% | $90,951-66.1% | $158,922-80.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.79% | 215.79%-201.0pp | 134.60%-119.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,232 | $2,893-57.4% | $2,122-41.9% | $4,761-74.1% |
| Participant deferral / active EE | $6,188 | $4,128+49.9% | $3,373+83.5% | $5,982+3.4% |
| Admin fee / account holder | $199 | $8,041-97.5% | $5,959-96.7% | $11,246-98.2% |