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 | $26,176 | $106,890-75.5% | $84,015-68.8% | $152,861-82.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.15% | 104.99%-85.8pp | 71.31%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,243 | $2,734-18.0% | $1,983+13.1% | $4,762-52.9% |
| Participant deferral / active EE | $4,287 | $4,011+6.9% | $3,239+32.4% | $5,850-26.7% |
| Admin fee / account holder | $211 | $8,285-97.4% | $6,101-96.5% | $11,596-98.2% |