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 6-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 | $35,772 | $176,812-79.8% | $146,665-75.6% | $167,490-78.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.65% | 24.03%-10.4pp | 22.74%-9.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $9,457 | $5,160+83.3% | $4,136+128.6% | $4,837+95.5% |
| Participant deferral / active EE | $7,222 | $6,440+12.2% | $5,506+31.2% | $6,341+13.9% |
| Admin fee / account holder | $114 | $13,259-99.1% | $10,280-98.9% | $12,309-99.1% |