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 | $37,349 | $111,724-66.6% | $93,606-60.1% | $145,922-74.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.32% | 202.98%-189.7pp | 133.20%-119.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $7,401 | $3,090+139.5% | $2,420+205.8% | $4,660+58.8% |
| Participant deferral / active EE | $9,865 | $4,912+100.8% | $4,411+123.6% | $6,688+47.5% |
| Admin fee / account holder | $198 | $10,250-98.1% | $8,285-97.6% | $13,397-98.5% |