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 | $44,109 | $137,414-67.9% | $189,513-76.7% | $85,850-48.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.86% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $11,972 | $4,344+175.6% | $6,162+94.3% | $2,565+366.7% |
| Participant deferral / active EE | $8,317 | $6,260+32.9% | $8,221+1.2% | $3,952+110.5% |
| Admin fee / account holder | $144 | $8,630-98.3% | $12,045-98.8% | $6,260-97.7% |