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 | $33,204 | $209,411-84.1% | $178,490-81.4% | $158,922-79.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 44.12% | 188.75%-144.6pp | 151.07%-107.0pp | 302.83%-258.7pp |
| Employer contribution / active EE | $8,805 | $5,706+54.3% | $5,011+75.7% | $4,761+84.9% |
| Participant deferral / active EE | $9,431 | $5,954+58.4% | $5,202+81.3% | $5,982+57.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |