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 | $18,987 | $81,632-76.7% | $70,449-73.0% | $158,922-88.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 37.47% | 208.40%-170.9pp | 109.03%-71.6pp | 302.83%-265.4pp |
| Employer contribution / active EE | $7,517 | $3,217+133.6% | $2,737+174.7% | $4,761+57.9% |
| Participant deferral / active EE | $13,000 | $4,554+185.5% | $3,709+250.5% | $5,982+117.3% |
| Admin fee / account holder | $102 | $6,193-98.4% | $3,845-97.3% | $11,246-99.1% |