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 | $24,115 | $118,680-79.7% | $98,907-75.6% | $158,922-84.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 44.23% | 372.35%-328.1pp | 196.43%-152.2pp | 302.83%-258.6pp |
| Employer contribution / active EE | $2,896 | $3,333-13.1% | $2,689+7.7% | $4,761-39.2% |
| Participant deferral / active EE | $8,039 | $5,088+58.0% | $4,244+89.4% | $5,982+34.4% |
| Admin fee / account holder | $62 | $10,131-99.4% | $6,642-99.1% | $11,246-99.4% |