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 | $42,282 | $90,348-53.2% | $75,972-44.3% | $145,922-71.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.13% | 620.88%-603.7pp | 359.55%-342.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,781 | $3,311-16.0% | $2,685+3.6% | $4,660-40.3% |
| Participant deferral / active EE | $8,247 | $5,162+59.8% | $4,255+93.8% | $6,688+23.3% |
| Admin fee / account holder | $274 | $8,467-96.8% | $6,467-95.8% | $13,397-98.0% |