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 4-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 | $35,620 | $159,901-77.7% | $146,958-75.8% | $145,922-75.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $6,440 | $5,286+21.8% | $4,933+30.6% | $4,660+38.2% |
| Participant deferral / active EE | $10,166 | $8,428+20.6% | $8,070+26.0% | $6,688+52.0% |
| Admin fee / account holder | $276 | $15,044-98.2% | $12,998-97.9% | $13,397-97.9% |