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 9-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 | $25,587 | $104,907-75.6% | $84,611-69.8% | $152,861-83.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 29.38% | 373.79%-344.4pp | 258.74%-229.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $6,804 | $3,302+106.1% | $2,652+156.6% | $4,762+42.9% |
| Participant deferral / active EE | $6,679 | $4,688+42.5% | $3,899+71.3% | $5,850+14.2% |
| Admin fee / account holder | $23 | $6,241-99.6% | $4,912-99.5% | $11,596-99.8% |