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 5-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 | $33,614 | $114,381-70.6% | $107,525-68.7% | $142,382-76.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.06% | 242.71%-225.6pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $989 | $4,015-75.4% | $3,754-73.7% | $4,299-77.0% |
| Participant deferral / active EE | $1,665 | $5,564-70.1% | $5,116-67.5% | $6,507-74.4% |
| Admin fee / account holder | $223 | $9,860-97.7% | $8,919-97.5% | $12,624-98.2% |