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 | $43,795 | $106,584-58.9% | $101,326-56.8% | $142,382-69.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.69% | 36.93%-17.2pp | 36.82%-17.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,412 | $3,956-13.8% | $3,665-6.9% | $4,299-20.6% |
| Participant deferral / active EE | $6,546 | $8,297-21.1% | $7,994-18.1% | $6,507+0.6% |
| Admin fee / account holder | $77 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |