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 | $25,642 | $115,770-77.9% | $101,248-74.7% | $158,922-83.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.49% | 56.14%-32.6pp | 46.47%-23.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $10,829 | $4,175+159.4% | $3,660+195.9% | $4,761+127.4% |
| Participant deferral / active EE | $2,386 | $4,957-51.9% | $4,370-45.4% | $5,982-60.1% |
| Admin fee / account holder | $28 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |