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 | $19,894 | $127,264-84.4% | $109,895-81.9% | $167,490-88.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.07% | 22.97%-6.9pp | 29.45%-13.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,954 | $3,322-41.2% | $2,842-31.3% | $4,837-59.6% |
| Participant deferral / active EE | $3,667 | $4,514-18.8% | $4,048-9.4% | $6,341-42.2% |
| Admin fee / account holder | $81 | $7,114-98.9% | $6,066-98.7% | $12,309-99.3% |