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 | $35,720 | $106,515-66.5% | $96,683-63.1% | $139,434-74.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.36% | 38.43%-22.1pp | 35.69%-19.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $7,068 | $4,103+72.3% | $3,737+89.1% | $4,751+48.8% |
| Participant deferral / active EE | $4,777 | $5,454-12.4% | $4,878-2.1% | $6,710-28.8% |
| Admin fee / account holder | $195 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |