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 | $27,623 | $107,934-74.4% | $91,989-70.0% | $152,861-81.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 35.47% | 89.24%-53.8pp | 69.02%-33.5pp | 345.32%-309.8pp |
| Employer contribution / active EE | $2,969 | $4,210-29.5% | $3,452-14.0% | $4,762-37.7% |
| Participant deferral / active EE | $12,449 | $6,364+95.6% | $5,923+110.2% | $5,850+112.8% |
| Admin fee / account holder | $295 | $10,520-97.2% | $7,743-96.2% | $11,596-97.5% |