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 | $27,370 | $127,065-78.5% | $113,168-75.8% | $142,382-80.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.90% | 24.03%-6.1pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,971 | $3,442-42.7% | $2,975-33.8% | $4,299-54.2% |
| Participant deferral / active EE | $3,290 | $5,716-42.4% | $5,107-35.6% | $6,507-49.4% |
| Admin fee / account holder | $66 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |