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 | $33,615 | $202,432-83.4% | $169,368-80.2% | $139,434-75.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 34.72% | 531.74%-497.0pp | 405.60%-370.9pp | 372.94%-338.2pp |
| Employer contribution / active EE | $9,724 | $4,692+107.2% | $4,013+142.3% | $4,751+104.7% |
| Participant deferral / active EE | $27,946 | $6,938+302.8% | $6,221+349.2% | $6,710+316.5% |
| Admin fee / account holder | $243 | $10,708-97.7% | $9,003-97.3% | $11,403-97.9% |