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 | $46,957 | $185,822-74.7% | $169,993-72.4% | $139,434-66.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.37% | 60.50%-37.1pp | 53.37%-30.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,676 | $7,590-64.7% | $6,785-60.6% | $4,751-43.7% |
| Participant deferral / active EE | $13,576 | $11,622+16.8% | $10,408+30.4% | $6,710+102.3% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |