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 10-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 | $32,822 | $118,680-72.3% | $98,907-66.8% | $158,922-79.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 76.57% | 372.35%-295.8pp | 196.43%-119.9pp | 302.83%-226.3pp |
| Employer contribution / active EE | $1,127 | $3,333-66.2% | $2,689-58.1% | $4,761-76.3% |
| Participant deferral / active EE | $7,260 | $5,088+42.7% | $4,244+71.1% | $5,982+21.4% |
| Admin fee / account holder | $19 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |