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 6-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 | $21,113 | $121,625-82.6% | $104,607-79.8% | $158,922-86.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 32.54% | 465.26%-432.7pp | 340.46%-307.9pp | 302.83%-270.3pp |
| Employer contribution / active EE | $7,700 | $3,163+143.4% | $2,681+187.2% | $4,761+61.7% |
| Participant deferral / active EE | $5,536 | $4,177+32.5% | $3,740+48.0% | $5,982-7.5% |
| Admin fee / account holder | $13 | $7,787-99.8% | $6,473-99.8% | $11,246-99.9% |