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 | $41,014 | $157,256-73.9% | $141,162-70.9% | $152,861-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.05% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,451 | $5,261-34.4% | $4,735-27.1% | $4,762-27.5% |
| Participant deferral / active EE | $11,982 | $7,109+68.5% | $6,709+78.6% | $5,850+104.8% |
| Admin fee / account holder | $190 | $12,120-98.4% | $10,261-98.1% | $11,596-98.4% |