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 | $37,565 | $109,327-65.6% | $89,391-58.0% | $158,922-76.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 27.52% | 345.68%-318.2pp | 245.62%-218.1pp | 302.83%-275.3pp |
| Employer contribution / active EE | $18,142 | $3,170+472.4% | $2,586+601.7% | $4,761+281.0% |
| Participant deferral / active EE | $6,500 | $4,598+41.4% | $3,890+67.1% | $5,982+8.7% |
| Admin fee / account holder | $86 | $6,153-98.6% | $4,881-98.2% | $11,246-99.2% |