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 | $41,830 | $115,882-63.9% | $100,516-58.4% | $158,922-73.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.21% | 34.79%-14.6pp | 30.89%-10.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,116 | $4,103-24.1% | $3,418-8.8% | $4,761-34.6% |
| Participant deferral / active EE | $10,077 | $6,674+51.0% | $6,270+60.7% | $5,982+68.5% |
| Admin fee / account holder | $104 | $10,995-99.1% | $8,081-98.7% | $11,246-99.1% |