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 | $27,394 | $165,335-83.4% | $149,696-81.7% | $158,922-82.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 80.85% | 348.15%-267.3pp | 276.60%-195.8pp | 302.83%-222.0pp |
| Employer contribution / active EE | $2,378 | $5,103-53.4% | $4,644-48.8% | $4,761-50.0% |
| Participant deferral / active EE | $12,781 | $7,181+78.0% | $6,842+86.8% | $5,982+113.6% |
| Admin fee / account holder | $14 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |