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 | $41,963 | $159,901-73.8% | $146,958-71.4% | $145,922-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.77% | 98.13%-75.4pp | 418.34%-395.6pp | 561.29%-538.5pp |
| Employer contribution / active EE | $5,756 | $5,286+8.9% | $4,933+16.7% | $4,660+23.5% |
| Participant deferral / active EE | $6,258 | $8,428-25.8% | $8,070-22.5% | $6,688-6.4% |
| Admin fee / account holder | $257 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |