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 | $89,886 | $117,841-23.7% | $102,423-12.2% | $145,922-38.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.19% | 31.65%-19.5pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,041 | $3,615-71.2% | $3,023-65.6% | $4,660-77.7% |
| Participant deferral / active EE | $6,866 | $5,731+19.8% | $5,053+35.9% | $6,688+2.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |