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 | $33,863 | $209,411-83.8% | $178,490-81.0% | $158,922-78.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.98% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $41,046 | $5,706+619.3% | $5,011+719.2% | $4,761+762.1% |
| Participant deferral / active EE | $20,903 | $5,954+251.1% | $5,202+301.9% | $5,982+249.4% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |