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 8-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 | $32,724 | $157,256-79.2% | $141,162-76.8% | $152,861-78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 37.80% | 64.32%-26.5pp | 71.39%-33.6pp | 345.32%-307.5pp |
| Employer contribution / active EE | $3,840 | $5,261-27.0% | $4,735-18.9% | $4,762-19.4% |
| Participant deferral / active EE | $17,653 | $7,109+148.3% | $6,709+163.1% | $5,850+201.8% |
| Admin fee / account holder | $113 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |