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 8-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 | $42,282 | $176,812-76.1% | $146,665-71.2% | $167,490-74.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.52% | 24.03%-7.5pp | 22.74%-6.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,614 | $5,160-30.0% | $4,136-12.6% | $4,837-25.3% |
| Participant deferral / active EE | $7,808 | $6,440+21.2% | $5,506+41.8% | $6,341+23.1% |
| Admin fee / account holder | $118 | $13,259-99.1% | $10,280-98.9% | $12,309-99.0% |