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 | $27,175 | $109,327-75.1% | $89,391-69.6% | $158,922-82.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 30.12% | 345.68%-315.6pp | 245.62%-215.5pp | 302.83%-272.7pp |
| Employer contribution / active EE | $3,759 | $3,170+18.6% | $2,586+45.4% | $4,761-21.0% |
| Participant deferral / active EE | $5,151 | $4,598+12.0% | $3,890+32.4% | $5,982-13.9% |
| Admin fee / account holder | $57 | $6,153-99.1% | $4,881-98.8% | $11,246-99.5% |