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 | $27,080 | $165,912-83.7% | $122,332-77.9% | $147,584-81.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 37.93% | 34.55%+3.4pp | 30.27%+7.7pp | 578.55%-540.6pp |
| Employer contribution / active EE | $2,410 | $5,754-58.1% | $4,050-40.5% | $4,876-50.6% |
| Participant deferral / active EE | $13,467 | $4,005+236.2% | $3,287+309.7% | $5,439+147.6% |
| Admin fee / account holder | $24 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |