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 | $38,901 | $176,812-78.0% | $146,665-73.5% | $167,490-76.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.52% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,721 | $5,160-47.3% | $4,136-34.2% | $4,837-43.8% |
| Participant deferral / active EE | $5,753 | $6,440-10.7% | $5,506+4.5% | $6,341-9.3% |
| Admin fee / account holder | $260 | $13,259-98.0% | $10,280-97.5% | $12,309-97.9% |