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 | $33,578 | $165,335-79.7% | $149,696-77.6% | $158,922-78.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 271.39% | 348.15%-76.8pp | 276.60%-5.2pp | 302.83%-31.4pp |
| Employer contribution / active EE | $1,649 | $5,103-67.7% | $4,644-64.5% | $4,761-65.4% |
| Participant deferral / active EE | $13,434 | $7,181+87.1% | $6,842+96.4% | $5,982+124.6% |
| Admin fee / account holder | $225 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |