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 9-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 | $42,611 | $111,754-61.9% | $103,333-58.8% | $145,922-70.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.44% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,943 | $4,212-53.9% | $3,868-49.8% | $4,660-58.3% |
| Participant deferral / active EE | $10,742 | $5,619+91.2% | $5,057+112.4% | $6,688+60.6% |
| Admin fee / account holder | $132 | $9,750-98.7% | $8,355-98.4% | $13,397-99.0% |