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 | $29,212 | $112,096-73.9% | $95,952-69.6% | $158,922-81.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.36% | 171.09%-160.7pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,916 | $3,198-8.8% | $2,541+14.7% | $4,761-38.8% |
| Participant deferral / active EE | $13,780 | $4,784+188.0% | $4,167+230.7% | $5,982+130.3% |
| Admin fee / account holder | $115 | $10,130-98.9% | $6,795-98.3% | $11,246-99.0% |