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 | $28,048 | $157,256-82.2% | $141,162-80.1% | $152,861-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.43% | 64.32%-33.9pp | 71.39%-41.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $4,164 | $5,261-20.9% | $4,735-12.1% | $4,762-12.6% |
| Participant deferral / active EE | $8,961 | $7,109+26.0% | $6,709+33.6% | $5,850+53.2% |
| Admin fee / account holder | $83 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |