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 | $30,640 | $109,327-72.0% | $89,391-65.7% | $158,922-80.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.72% | 345.68%-334.0pp | 245.62%-233.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $4,042 | $3,170+27.5% | $2,586+56.3% | $4,761-15.1% |
| Participant deferral / active EE | $4,923 | $4,598+7.1% | $3,890+26.6% | $5,982-17.7% |
| Admin fee / account holder | $13 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |