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 | $20,466 | $118,450-82.7% | $98,439-79.2% | $139,434-85.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.76% | 18.94%-0.2pp | 21.16%-2.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,249 | $3,609-65.4% | $3,048-59.0% | $4,751-73.7% |
| Participant deferral / active EE | $3,230 | $5,392-40.1% | $4,738-31.8% | $6,710-51.9% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |