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 | $19,267 | $81,632-76.4% | $70,449-72.7% | $158,922-87.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 28.67% | 208.40%-179.7pp | 109.03%-80.4pp | 302.83%-274.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $10,327 | $4,554+126.8% | $3,709+178.5% | $5,982+72.6% |
| Admin fee / account holder | $91 | $6,193-98.5% | $3,845-97.6% | $11,246-99.2% |