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 8-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 | $30,775 | $157,256-80.4% | $141,162-78.2% | $152,861-79.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.86% | 64.32%-38.5pp | 71.39%-45.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,130 | $5,261-40.5% | $4,735-33.9% | $4,762-34.3% |
| Participant deferral / active EE | $26,050 | $7,109+266.4% | $6,709+288.3% | $5,850+345.3% |
| Admin fee / account holder | $260 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |