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 9-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 | $51,881 | $157,256-67.0% | $141,162-63.2% | $152,861-66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.94% | 64.32%-48.4pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $6,760 | $5,261+28.5% | $4,735+42.8% | $4,762+41.9% |
| Participant deferral / active EE | $15,000 | $7,109+111.0% | $6,709+123.6% | $5,850+156.4% |
| Admin fee / account holder | $123 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |