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 | $20,544 | $107,334-80.9% | $92,893-77.9% | $152,861-86.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.07% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $865 | $4,221-79.5% | $3,653-76.3% | $4,762-81.8% |
| Participant deferral / active EE | $5,573 | $4,845+15.0% | $4,236+31.6% | $5,850-4.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |