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 | $29,970 | $106,584-71.9% | $101,326-70.4% | $142,382-79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.75% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,724 | $3,956-31.2% | $3,665-25.7% | $4,299-36.6% |
| Participant deferral / active EE | $2,940 | $8,297-64.6% | $7,994-63.2% | $6,507-54.8% |
| Admin fee / account holder | $93 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |