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 | $43,884 | $149,734-70.7% | $118,925-63.1% | $158,922-72.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.32% | 19.95%-12.6pp | 35.88%-28.6pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,655 | $4,115-59.8% | $3,263-49.3% | $4,761-65.2% |
| Participant deferral / active EE | $4,434 | $5,223-15.1% | $4,265+4.0% | $5,982-25.9% |
| Admin fee / account holder | $128 | $8,603-98.5% | $6,581-98.1% | $11,246-98.9% |