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 | $39,513 | $115,770-65.9% | $101,248-61.0% | $158,922-75.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.52% | 56.14%-29.6pp | 46.47%-20.0pp | 302.83%-276.3pp |
| Employer contribution / active EE | $11,649 | $4,175+179.1% | $3,660+218.3% | $4,761+144.7% |
| Participant deferral / active EE | $6,755 | $4,957+36.3% | $4,370+54.6% | $5,982+12.9% |
| Admin fee / account holder | $104 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |