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 | $28,477 | $112,881-74.8% | $90,951-68.7% | $158,922-82.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.01% | 215.79%-198.8pp | 134.60%-117.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $15,202 | $2,893+425.5% | $2,122+616.4% | $4,761+219.3% |
| Participant deferral / active EE | $9,970 | $4,128+141.5% | $3,373+195.6% | $5,982+66.7% |
| Admin fee / account holder | $131 | $8,041-98.4% | $5,959-97.8% | $11,246-98.8% |