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 8-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 | $31,055 | $176,377-82.4% | $134,143-76.8% | $158,922-80.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 28.58% | 63.63%-35.1pp | 36.33%-7.8pp | 302.83%-274.2pp |
| Employer contribution / active EE | $6,012 | $5,040+19.3% | $3,704+62.3% | $4,761+26.3% |
| Participant deferral / active EE | $12,494 | $4,091+205.4% | $3,499+257.1% | $5,982+108.9% |
| Admin fee / account holder | $19 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |