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 | $38,302 | $209,411-81.7% | $178,490-78.5% | $158,922-75.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.18% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $5,136 | $5,706-10.0% | $5,011+2.5% | $4,761+7.9% |
| Participant deferral / active EE | $4,286 | $5,954-28.0% | $5,202-17.6% | $5,982-28.3% |
| Admin fee / account holder | $281 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |