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 5-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 | $28,347 | $88,751-68.1% | $81,812-65.4% | $145,922-80.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.97% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,908 | $3,083-5.7% | $2,912-0.2% | $4,660-37.6% |
| Participant deferral / active EE | $6,445 | $4,643+38.8% | $4,319+49.2% | $6,688-3.6% |
| Admin fee / account holder | $18 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |