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 | $30,803 | $210,648-85.4% | $177,989-82.7% | $145,922-78.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.08% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,002 | $4,565-12.3% | $3,949+1.4% | $4,660-14.1% |
| Participant deferral / active EE | $5,722 | $6,958-17.8% | $6,276-8.8% | $6,688-14.4% |
| Admin fee / account holder | $55 | $12,013-99.5% | $10,363-99.5% | $13,397-99.6% |