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 | $32,786 | $210,648-84.4% | $177,989-81.6% | $145,922-77.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.84% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,264 | $4,565-6.6% | $3,949+8.0% | $4,660-8.5% |
| Participant deferral / active EE | $5,615 | $6,958-19.3% | $6,276-10.5% | $6,688-16.0% |
| Admin fee / account holder | $216 | $12,013-98.2% | $10,363-97.9% | $13,397-98.4% |