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 9-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 | $21,985 | $112,881-80.5% | $90,951-75.8% | $158,922-86.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.12% | 215.79%-196.7pp | 134.60%-115.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $6,553 | $2,893+126.5% | $2,122+208.8% | $4,761+37.6% |
| Participant deferral / active EE | $3,398 | $4,128-17.7% | $3,373+0.8% | $5,982-43.2% |
| Admin fee / account holder | $18 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |