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 9-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 | $25,315 | $107,334-76.4% | $92,893-72.7% | $152,861-83.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.48% | 145.58%-115.1pp | 109.41%-78.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,671 | $4,221-60.4% | $3,653-54.3% | $4,762-64.9% |
| Participant deferral / active EE | $8,481 | $4,845+75.1% | $4,236+100.2% | $5,850+45.0% |
| Admin fee / account holder | $82 | $7,079-98.8% | $5,794-98.6% | $11,596-99.3% |