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 | $32,344 | $115,770-72.1% | $101,248-68.1% | $158,922-79.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.85% | 56.14%-27.3pp | 46.47%-17.6pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,783 | $4,175-57.3% | $3,660-51.3% | $4,761-62.6% |
| Participant deferral / active EE | $8,582 | $4,957+73.1% | $4,370+96.4% | $5,982+43.5% |
| Admin fee / account holder | $18 | $7,245-99.8% | $5,945-99.7% | $11,246-99.8% |