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 8-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 | $36,539 | $98,750-63.0% | $149,696-75.6% | $79,858-54.2% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 22.36% | 27.43%-5.1pp | 276.60%-254.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,443 | $3,216-55.1% | $4,644-68.9% | $2,471-41.6% |
| Participant deferral / active EE | $6,766 | $5,680+19.1% | $6,842-1.1% | $3,740+80.9% |
| Admin fee / account holder | $258 | $6,053-95.7% | $9,309-97.2% | $5,306-95.1% |