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 | $26,946 | $148,534-81.9% | $135,903-80.2% | $139,434-80.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.93% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $8,144 | $5,243+55.3% | $4,856+67.7% | $4,751+71.4% |
| Participant deferral / active EE | $6,167 | $8,100-23.9% | $7,758-20.5% | $6,710-8.1% |
| Admin fee / account holder | $293 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |