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 | $28,752 | $71,829-60.0% | $69,780-58.8% | $142,382-79.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 20.99% | 31.01%-10.0pp | 26.31%-5.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,194 | $4,385-4.3% | $4,168+0.6% | $4,299-2.4% |
| Participant deferral / active EE | $2,798 | $6,819-59.0% | $6,164-54.6% | $6,507-57.0% |
| Admin fee / account holder | $66 | $7,818-99.2% | $7,285-99.1% | $12,624-99.5% |