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 9-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 | $33,190 | $85,022-61.0% | $70,515-52.9% | $139,434-76.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 26.14% | 30.38%-4.2pp | 32.77%-6.6pp | 372.94%-346.8pp |
| Employer contribution / active EE | $7,000 | $3,909+79.1% | $2,973+135.4% | $4,751+47.3% |
| Participant deferral / active EE | $6,655 | $5,890+13.0% | $4,567+45.7% | $6,710-0.8% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |