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 | $47,954 | $71,829-33.2% | $69,780-31.3% | $142,382-66.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 21.10% | 31.01%-9.9pp | 26.31%-5.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,622 | $4,385-17.4% | $4,168-13.1% | $4,299-15.8% |
| Participant deferral / active EE | $8,066 | $6,819+18.3% | $6,164+30.9% | $6,507+24.0% |
| Admin fee / account holder | $145 | $7,818-98.2% | $7,285-98.0% | $12,624-98.9% |