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 | $33,937 | $158,817-78.6% | $121,196-72.0% | $135,375-74.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 8.03% | -0.64%+8.7pp | 16.93%-8.9pp | 519.73%-511.7pp |
| Employer contribution / active EE | $417 | $5,665-92.6% | $4,022-89.6% | $4,779-91.3% |
| Participant deferral / active EE | $3,148 | $4,005-21.4% | $3,344-5.9% | $5,609-43.9% |
| Admin fee / account holder | $262 | $6,512-96.0% | $5,019-94.8% | $10,827-97.6% |