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 | $33,135 | $209,411-84.2% | $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 | 31.45% | 188.75%-157.3pp | 151.07%-119.6pp | 302.83%-271.4pp |
| Employer contribution / active EE | $3,467 | $5,706-39.2% | $5,011-30.8% | $4,761-27.2% |
| Participant deferral / active EE | $7,918 | $5,954+33.0% | $5,202+52.2% | $5,982+32.4% |
| Admin fee / account holder | $71 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |