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 6-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 | $31,696 | $91,552-65.4% | $133,956-76.3% | $79,858-60.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 23.77% | 61.85%-38.1pp | 45.09%-21.3pp | 31.71%-7.9pp |
| Employer contribution / active EE | $9,316 | $2,384+290.9% | $3,919+137.7% | $2,471+277.0% |
| Participant deferral / active EE | $4,185 | $3,733+12.1% | $5,048-17.1% | $3,740+11.9% |
| Admin fee / account holder | $49 | $6,321-99.2% | $8,927-99.5% | $5,306-99.1% |