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 | $31,555 | $105,126-70.0% | $94,646-66.7% | $139,434-77.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.98% | 38.03%-20.1pp | 156.71%-138.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,714 | $4,106-9.5% | $3,672+1.1% | $4,751-21.8% |
| Participant deferral / active EE | $7,244 | $7,599-4.7% | $7,418-2.3% | $6,710+8.0% |
| Admin fee / account holder | $13 | $8,984-99.9% | $7,231-99.8% | $11,403-99.9% |