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 | $39,571 | $74,888-47.2% | $71,209-44.4% | $142,382-72.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.76% | 345.14%-324.4pp | 282.51%-261.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,109 | $2,854+43.9% | $2,721+51.0% | $4,299-4.4% |
| Participant deferral / active EE | $10,858 | $4,454+143.7% | $4,175+160.0% | $6,507+66.9% |
| Admin fee / account holder | $274 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |