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 | $43,597 | $140,940-69.1% | $112,229-61.2% | $139,434-68.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.92% | 32.71%-9.8pp | 30.20%-7.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,584 | $4,283-16.3% | $3,430+4.5% | $4,751-24.6% |
| Participant deferral / active EE | $11,102 | $5,874+89.0% | $4,798+131.4% | $6,710+65.4% |
| Admin fee / account holder | $204 | $9,954-98.0% | $7,748-97.4% | $11,403-98.2% |