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 5-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 | $31,108 | $74,888-58.5% | $71,209-56.3% | $142,382-78.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.28% | 345.14%-316.9pp | 282.51%-254.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $4,102 | $2,854+43.7% | $2,721+50.8% | $4,299-4.6% |
| Participant deferral / active EE | $7,999 | $4,454+79.6% | $4,175+91.6% | $6,507+22.9% |
| Admin fee / account holder | $252 | $5,568-95.5% | $5,349-95.3% | $12,624-98.0% |