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 | $31,412 | $209,411-85.0% | $178,490-82.4% | $158,922-80.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.20% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $10,983 | $5,706+92.5% | $5,011+119.2% | $4,761+130.7% |
| Participant deferral / active EE | $4,316 | $5,954-27.5% | $5,202-17.0% | $5,982-27.9% |
| Admin fee / account holder | $94 | $17,074-99.5% | $13,984-99.3% | $11,246-99.2% |