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 | $24,863 | $115,770-78.5% | $101,248-75.4% | $158,922-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.10% | 56.14%-41.0pp | 46.47%-31.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,705 | $4,175+60.6% | $3,660+83.2% | $4,761+40.8% |
| Participant deferral / active EE | $3,107 | $4,957-37.3% | $4,370-28.9% | $5,982-48.1% |
| Admin fee / account holder | $111 | $7,245-98.5% | $5,945-98.1% | $11,246-99.0% |