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 | $26,894 | $169,032-84.1% | $129,207-79.2% | $145,922-81.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.59% | 14330.11%-14316.5pp | 9417.33%-9403.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,207 | $5,537-78.2% | $4,153-70.9% | $4,660-74.1% |
| Participant deferral / active EE | $8,635 | $4,987+73.1% | $4,168+107.2% | $6,688+29.1% |
| Admin fee / account holder | $286 | $9,954-97.1% | $7,715-96.3% | $13,397-97.9% |