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 6-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 | $31,749 | $45,035-29.5% | $62,995-49.6% | $70,131-54.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.32% | 18.76%-1.4pp | 87.57%-70.2pp | 73.14%-55.8pp |
| Employer contribution / active EE | $6,873 | $2,051+235.1% | $2,759+149.1% | $2,342+193.4% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $178 | $2,834-93.7% | $3,600-95.1% | $4,645-96.2% |