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 4-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 | $35,388 | $183,519-80.7% | $155,509-77.2% | $145,922-75.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.98% | 61.17%-39.2pp | 64.67%-42.7pp | 561.29%-539.3pp |
| Employer contribution / active EE | $6,252 | $5,313+17.7% | $4,672+33.8% | $4,660+34.2% |
| Participant deferral / active EE | $9,867 | $6,462+52.7% | $5,626+75.4% | $6,688+47.5% |
| Admin fee / account holder | $106 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |