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 | $24,732 | $112,881-78.1% | $90,951-72.8% | $158,922-84.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.45% | 215.79%-195.3pp | 134.60%-114.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $13,967 | $2,893+382.8% | $2,122+558.2% | $4,761+193.4% |
| Participant deferral / active EE | $7,960 | $4,128+92.9% | $3,373+136.0% | $5,982+33.1% |
| Admin fee / account holder | $98 | $8,041-98.8% | $5,959-98.4% | $11,246-99.1% |