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 | $27,053 | $115,770-76.6% | $101,248-73.3% | $158,922-83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 52.77% | 56.14%-3.4pp | 46.47%+6.3pp | 302.83%-250.1pp |
| Employer contribution / active EE | $2,067 | $4,175-50.5% | $3,660-43.5% | $4,761-56.6% |
| Participant deferral / active EE | $10,425 | $4,957+110.3% | $4,370+138.6% | $5,982+74.3% |
| Admin fee / account holder | $192 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |