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 9-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 | $27,400 | $106,515-74.3% | $96,683-71.7% | $139,434-80.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.43% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $6,462 | $4,103+57.5% | $3,737+72.9% | $4,751+36.0% |
| Participant deferral / active EE | $3,847 | $5,454-29.5% | $4,878-21.1% | $6,710-42.7% |
| Admin fee / account holder | $45 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |