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 8-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 | $37,604 | $111,301-66.2% | $112,977-66.7% | $158,922-76.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 14.10% | 26.40%-12.3pp | 24.24%-10.1pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,520 | $4,471-21.3% | $4,255-17.3% | $4,761-26.1% |
| Participant deferral / active EE | $4,516 | $5,880-23.2% | $5,836-22.6% | $5,982-24.5% |
| Admin fee / account holder | $118 | $8,392-98.6% | $6,294-98.1% | $11,246-99.0% |