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 | $25,742 | $109,327-76.5% | $89,391-71.2% | $158,922-83.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.42% | 345.68%-327.3pp | 245.62%-227.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,706 | $3,170-46.2% | $2,586-34.0% | $4,761-64.2% |
| Participant deferral / active EE | $2,328 | $4,598-49.4% | $3,890-40.2% | $5,982-61.1% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |