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 | $31,063 | $124,281-75.0% | $109,143-71.5% | $167,490-81.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.08% | 26.04%+4.0pp | 25.75%+4.3pp | 478.56%-448.5pp |
| Employer contribution / active EE | $2,024 | $4,207-51.9% | $3,722-45.6% | $4,837-58.2% |
| Participant deferral / active EE | $5,272 | $5,255+0.3% | $4,653+13.3% | $6,341-16.9% |
| Admin fee / account holder | $196 | $7,970-97.5% | $6,752-97.1% | $12,309-98.4% |