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 | $28,273 | $109,327-74.1% | $89,391-68.4% | $158,922-82.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.93% | 345.68%-332.7pp | 245.62%-232.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $4,721 | $3,170+48.9% | $2,586+82.6% | $4,761-0.9% |
| Participant deferral / active EE | $10,902 | $4,598+137.1% | $3,890+180.3% | $5,982+82.2% |
| Admin fee / account holder | $43 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |