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 | $26,432 | $118,849-77.8% | $96,562-72.6% | $167,490-84.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.66% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $916 | $3,120-70.6% | $2,356-61.1% | $4,837-81.1% |
| Participant deferral / active EE | $7,371 | $4,616+59.7% | $3,849+91.5% | $6,341+16.2% |
| Admin fee / account holder | $193 | $8,065-97.6% | $6,181-96.9% | $12,309-98.4% |