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 | $29,561 | $69,518-57.5% | $59,878-50.6% | $135,375-78.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.22% | 7.94%+1.3pp | 3.46%+5.8pp | 519.73%-510.5pp |
| Employer contribution / active EE | $13,848 | $3,235+328.1% | $2,722+408.8% | $4,779+189.8% |
| Participant deferral / active EE | $5,023 | $4,206+19.4% | $3,402+47.6% | $5,609-10.5% |
| Admin fee / account holder | $168 | $5,734-97.1% | $3,590-95.3% | $10,827-98.4% |