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 | $44,363 | $209,411-78.8% | $178,490-75.1% | $158,922-72.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 103.85% | 188.75%-84.9pp | 151.07%-47.2pp | 302.83%-199.0pp |
| Employer contribution / active EE | $13,848 | $5,706+142.7% | $5,011+176.4% | $4,761+190.9% |
| Participant deferral / active EE | $6,813 | $5,954+14.4% | $5,202+31.0% | $5,982+13.9% |
| Admin fee / account holder | $117 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |