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 | $33,427 | $209,411-84.0% | $178,490-81.3% | $158,922-79.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.13% | 188.75%-161.6pp | 151.07%-123.9pp | 302.83%-275.7pp |
| Employer contribution / active EE | $4,393 | $5,706-23.0% | $5,011-12.3% | $4,761-7.7% |
| Participant deferral / active EE | $7,060 | $5,954+18.6% | $5,202+35.7% | $5,982+18.0% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |