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 | $33,240 | $74,888-55.6% | $71,209-53.3% | $142,382-76.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.29% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $785 | $2,854-72.5% | $2,721-71.2% | $4,299-81.7% |
| Participant deferral / active EE | $2,546 | $4,454-42.8% | $4,175-39.0% | $6,507-60.9% |
| Admin fee / account holder | $49 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |