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 | $37,709 | $124,319-69.7% | $111,297-66.1% | $167,490-77.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.91% | 37.44%-16.5pp | 54.65%-33.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $3,351 | $3,435-2.5% | $2,731+22.7% | $4,837-30.7% |
| Participant deferral / active EE | $3,337 | $5,180-35.6% | $4,487-25.6% | $6,341-47.4% |
| Admin fee / account holder | $214 | $10,618-98.0% | $7,964-97.3% | $12,309-98.3% |