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 6-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 | $29,834 | $104,907-71.6% | $84,611-64.7% | $152,861-80.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 27.13% | 373.79%-346.7pp | 258.74%-231.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,701 | $3,302+12.1% | $2,652+39.5% | $4,762-22.3% |
| Participant deferral / active EE | $10,783 | $4,688+130.0% | $3,899+176.6% | $5,850+84.3% |
| Admin fee / account holder | $232 | $6,241-96.3% | $4,912-95.3% | $11,596-98.0% |