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 | $35,714 | $201,272-82.3% | $184,203-80.6% | $145,922-75.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.88% | 29.00%-6.1pp | 28.81%-5.9pp | 561.29%-538.4pp |
| Employer contribution / active EE | $3,890 | $7,022-44.6% | $6,427-39.5% | $4,660-16.5% |
| Participant deferral / active EE | $10,661 | $9,806+8.7% | $9,131+16.7% | $6,688+59.4% |
| Admin fee / account holder | $82 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |