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 | $29,339 | $115,770-74.7% | $101,248-71.0% | $158,922-81.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.99% | 56.14%-27.2pp | 46.47%-17.5pp | 302.83%-273.8pp |
| Employer contribution / active EE | $10,051 | $4,175+140.8% | $3,660+174.7% | $4,761+111.1% |
| Participant deferral / active EE | $10,869 | $4,957+119.2% | $4,370+148.7% | $5,982+81.7% |
| Admin fee / account holder | $53 | $7,245-99.3% | $5,945-99.1% | $11,246-99.5% |