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 | $35,998 | $157,256-77.1% | $141,162-74.5% | $152,861-76.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 45.29% | 64.32%-19.0pp | 71.39%-26.1pp | 345.32%-300.0pp |
| Employer contribution / active EE | $1,907 | $5,261-63.8% | $4,735-59.7% | $4,762-60.0% |
| Participant deferral / active EE | $6,505 | $7,109-8.5% | $6,709-3.0% | $5,850+11.2% |
| Admin fee / account holder | $108 | $12,120-99.1% | $10,261-98.9% | $11,596-99.1% |