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 | $25,979 | $127,264-79.6% | $109,895-76.4% | $167,490-84.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 32.72% | 22.97%+9.8pp | 29.45%+3.3pp | 478.56%-445.8pp |
| Employer contribution / active EE | $3,835 | $3,322+15.4% | $2,842+34.9% | $4,837-20.7% |
| Participant deferral / active EE | $8,286 | $4,514+83.6% | $4,048+104.7% | $6,341+30.7% |
| Admin fee / account holder | $26 | $7,114-99.6% | $6,066-99.6% | $12,309-99.8% |