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 | $32,436 | $157,256-79.4% | $141,162-77.0% | $152,861-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.04% | 64.32%-49.3pp | 71.39%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $8,933 | $5,261+69.8% | $4,735+88.7% | $4,762+87.6% |
| Participant deferral / active EE | $9,815 | $7,109+38.1% | $6,709+46.3% | $5,850+67.8% |
| Admin fee / account holder | $87 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |