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 | $37,627 | $115,770-67.5% | $101,248-62.8% | $158,922-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.15% | 56.14%-25.0pp | 46.47%-15.3pp | 302.83%-271.7pp |
| Employer contribution / active EE | $7,581 | $4,175+81.6% | $3,660+107.2% | $4,761+59.2% |
| Participant deferral / active EE | $5,123 | $4,957+3.3% | $4,370+17.2% | $5,982-14.4% |
| Admin fee / account holder | $284 | $7,245-96.1% | $5,945-95.2% | $11,246-97.5% |