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 | $17,495 | $115,882-84.9% | $100,516-82.6% | $158,922-89.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 32.84% | 34.79%-2.0pp | 30.89%+2.0pp | 302.83%-270.0pp |
| Employer contribution / active EE | $7,859 | $4,103+91.5% | $3,418+130.0% | $4,761+65.1% |
| Participant deferral / active EE | $4,057 | $6,674-39.2% | $6,270-35.3% | $5,982-32.2% |
| Admin fee / account holder | $27 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |