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 | $44,961 | $202,432-77.8% | $169,368-73.5% | $139,434-67.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 32.67% | 531.74%-499.1pp | 405.60%-372.9pp | 372.94%-340.3pp |
| Employer contribution / active EE | $6,915 | $4,692+47.4% | $4,013+72.3% | $4,751+45.6% |
| Participant deferral / active EE | $14,542 | $6,938+109.6% | $6,221+133.7% | $6,710+116.7% |
| Admin fee / account holder | $103 | $10,708-99.0% | $9,003-98.9% | $11,403-99.1% |