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 | $37,666 | $209,411-82.0% | $178,490-78.9% | $158,922-76.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.67% | 188.75%-165.1pp | 151.07%-127.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $11,297 | $5,706+98.0% | $5,011+125.5% | $4,761+137.3% |
| Participant deferral / active EE | $8,116 | $5,954+36.3% | $5,202+56.0% | $5,982+35.7% |
| Admin fee / account holder | $207 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |