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 | $27,967 | $121,625-77.0% | $104,607-73.3% | $158,922-82.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.71% | 465.26%-446.6pp | 340.46%-321.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,738 | $3,163+18.2% | $2,681+39.4% | $4,761-21.5% |
| Participant deferral / active EE | $5,422 | $4,177+29.8% | $3,740+45.0% | $5,982-9.4% |
| Admin fee / account holder | $197 | $7,787-97.5% | $6,473-97.0% | $11,246-98.3% |