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 | $52,488 | $115,770-54.7% | $101,248-48.2% | $158,922-67.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.41% | 56.14%-28.7pp | 46.47%-19.1pp | 302.83%-275.4pp |
| Employer contribution / active EE | $2,773 | $4,175-33.6% | $3,660-24.2% | $4,761-41.8% |
| Participant deferral / active EE | $11,541 | $4,957+132.8% | $4,370+164.1% | $5,982+92.9% |
| Admin fee / account holder | $193 | $7,245-97.3% | $5,945-96.8% | $11,246-98.3% |