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 | $30,515 | $58,208-47.6% | $81,812-62.7% | $80,856-62.3% |
| Participation rate | 76.7% | 63.4%+13.3pp | 72.3%+4.3pp | 67.6%+9.0pp |
| Annual return | 12.73% | 41.66%-28.9pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,654 | $2,340-29.3% | $2,912-43.2% | $2,755-40.0% |
| Participant deferral / active EE | $3,442 | $3,281+4.9% | $4,319-20.3% | $4,296-19.9% |
| Admin fee / account holder | $147 | $4,981-97.0% | $7,386-98.0% | $6,918-97.9% |