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 6-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 | $23,288 | $165,335-85.9% | $149,696-84.4% | $158,922-85.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.07% | 348.15%-318.1pp | 276.60%-246.5pp | 302.83%-272.8pp |
| Employer contribution / active EE | $2,830 | $5,103-44.5% | $4,644-39.1% | $4,761-40.6% |
| Participant deferral / active EE | $11,439 | $7,181+59.3% | $6,842+67.2% | $5,982+91.2% |
| Admin fee / account holder | $100 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |