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 | $25,654 | $228,332-88.8% | $185,823-86.2% | $158,922-83.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 118.73% | 40.80%+77.9pp | 35.95%+82.8pp | 302.83%-184.1pp |
| Employer contribution / active EE | $5,152 | $4,967+3.7% | $4,087+26.0% | $4,761+8.2% |
| Participant deferral / active EE | $9,155 | $6,415+42.7% | $5,632+62.6% | $5,982+53.0% |
| Admin fee / account holder | $137 | $11,864-98.8% | $9,500-98.6% | $11,246-98.8% |