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 8-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 | $33,901 | $96,484-64.9% | $75,886-55.3% | $152,861-77.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 28.93% | 33.98%-5.1pp | 30.76%-1.8pp | 345.32%-316.4pp |
| Employer contribution / active EE | $4,358 | $3,309+31.7% | $2,500+74.3% | $4,762-8.5% |
| Participant deferral / active EE | $12,378 | $4,553+171.9% | $3,603+243.5% | $5,850+111.6% |
| Admin fee / account holder | $227 | $8,078-97.2% | $5,418-95.8% | $11,596-98.0% |