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 8-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 | $24,714 | $118,849-79.2% | $96,562-74.4% | $167,490-85.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.52% | 50.49%-30.0pp | 37.78%-17.3pp | 478.56%-458.0pp |
| Employer contribution / active EE | $2,196 | $3,120-29.6% | $2,356-6.8% | $4,837-54.6% |
| Participant deferral / active EE | $7,470 | $4,616+61.8% | $3,849+94.1% | $6,341+17.8% |
| Admin fee / account holder | $299 | $8,065-96.3% | $6,181-95.2% | $12,309-97.6% |