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 8-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 | $35,350 | $46,869-24.6% | $122,332-71.1% | $70,131-49.6% |
| Participation rate | 93.9% | 58.2%+35.8pp | 71.6%+22.3pp | 69.5%+24.4pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.27%-30.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $297 | $1,288-76.9% | $4,050-92.7% | $2,342-87.3% |
| Participant deferral / active EE | $1,754 | $2,166-19.0% | $3,287-46.6% | $3,332-47.3% |
| Admin fee / account holder | $100 | $3,322-97.0% | $5,478-98.2% | $4,645-97.8% |