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 | $29,910 | $157,256-81.0% | $141,162-78.8% | $152,861-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 225.01% | 64.32%+160.7pp | 71.39%+153.6pp | 345.32%-120.3pp |
| Employer contribution / active EE | $11,279 | $5,261+114.4% | $4,735+138.2% | $4,762+136.8% |
| Participant deferral / active EE | $3,112 | $7,109-56.2% | $6,709-53.6% | $5,850-46.8% |
| Admin fee / account holder | $76 | $12,120-99.4% | $10,261-99.3% | $11,596-99.3% |