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 | $26,065 | $121,625-78.6% | $104,607-75.1% | $158,922-83.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 29.02% | 465.26%-436.2pp | 340.46%-311.4pp | 302.83%-273.8pp |
| Employer contribution / active EE | $4,851 | $3,163+53.4% | $2,681+81.0% | $4,761+1.9% |
| Participant deferral / active EE | $11,955 | $4,177+186.2% | $3,740+219.7% | $5,982+99.8% |
| Admin fee / account holder | $30 | $7,787-99.6% | $6,473-99.5% | $11,246-99.7% |