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 | $27,965 | $99,877-72.0% | $84,966-67.1% | $145,922-80.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 83.76%-69.6pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $963 | $3,231-70.2% | $2,727-64.7% | $4,660-79.3% |
| Participant deferral / active EE | $1,464 | $5,291-72.3% | $4,519-67.6% | $6,688-78.1% |
| Admin fee / account holder | $132 | $7,248-98.2% | $6,149-97.9% | $13,397-99.0% |