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 | $33,248 | $157,256-78.9% | $141,162-76.4% | $152,861-78.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 55.60% | 64.32%-8.7pp | 71.39%-15.8pp | 345.32%-289.7pp |
| Employer contribution / active EE | $5,374 | $5,261+2.2% | $4,735+13.5% | $4,762+12.9% |
| Participant deferral / active EE | $7,299 | $7,109+2.7% | $6,709+8.8% | $5,850+24.8% |
| Admin fee / account holder | $56 | $12,120-99.5% | $10,261-99.5% | $11,596-99.5% |