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 | $27,472 | $177,572-84.5% | $154,803-82.3% | $142,382-80.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.68% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,731 | $4,810-43.2% | $4,305-36.6% | $4,299-36.5% |
| Participant deferral / active EE | $6,685 | $6,272+6.6% | $5,540+20.6% | $6,507+2.7% |
| Admin fee / account holder | $298 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |