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 | $28,458 | $115,770-75.4% | $101,248-71.9% | $158,922-82.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.26% | 56.14%-23.9pp | 46.47%-14.2pp | 302.83%-270.6pp |
| Employer contribution / active EE | $2,085 | $4,175-50.1% | $3,660-43.0% | $4,761-56.2% |
| Participant deferral / active EE | $7,954 | $4,957+60.4% | $4,370+82.0% | $5,982+33.0% |
| Admin fee / account holder | $284 | $7,245-96.1% | $5,945-95.2% | $11,246-97.5% |