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 | $28,347 | $152,587-81.4% | $125,175-77.4% | $152,861-81.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.70% | 54.84%-36.1pp | 43.79%-25.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $8,049 | $4,946+62.7% | $3,865+108.2% | $4,762+69.0% |
| Participant deferral / active EE | $6,490 | $5,868+10.6% | $4,937+31.5% | $5,850+10.9% |
| Admin fee / account holder | $33 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |