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 | $31,005 | $209,411-85.2% | $178,490-82.6% | $158,922-80.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.05% | 188.75%-165.7pp | 151.07%-128.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $10,832 | $5,706+89.8% | $5,011+116.2% | $4,761+127.5% |
| Participant deferral / active EE | $10,212 | $5,954+71.5% | $5,202+96.3% | $5,982+70.7% |
| Admin fee / account holder | $96 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |