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 | $27,772 | $109,817-74.7% | $98,442-71.8% | $167,490-83.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.13% | 1956.69%-1936.6pp | 1492.73%-1472.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $3,147 | $3,224-2.4% | $2,960+6.3% | $4,837-34.9% |
| Participant deferral / active EE | $3,807 | $4,673-18.5% | $4,276-11.0% | $6,341-40.0% |
| Admin fee / account holder | $218 | $6,753-96.8% | $5,949-96.3% | $12,309-98.2% |