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 7-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 | $44,380 | $227,553-80.5% | $189,557-76.6% | $167,490-73.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.49% | 78.40%-60.9pp | 64.17%-46.7pp | 478.56%-461.1pp |
| Employer contribution / active EE | $17,401 | $5,316+227.3% | $4,412+294.4% | $4,837+259.7% |
| Participant deferral / active EE | $7,025 | $7,002+0.3% | $6,174+13.8% | $6,341+10.8% |
| Admin fee / account holder | $20 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |