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 5-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 | $36,973 | $175,202-78.9% | $149,673-75.3% | $139,434-73.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 59.27% | 166.71%-107.4pp | 134.42%-75.1pp | 372.94%-313.7pp |
| Employer contribution / active EE | $8,098 | $5,474+47.9% | $4,818+68.1% | $4,751+70.5% |
| Participant deferral / active EE | $19,000 | $6,519+191.5% | $5,680+234.5% | $6,710+183.2% |
| Admin fee / account holder | $209 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |