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 | $40,011 | $209,411-80.9% | $178,490-77.6% | $158,922-74.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.60% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,989 | $5,706-65.1% | $5,011-60.3% | $4,761-58.2% |
| Participant deferral / active EE | $5,818 | $5,954-2.3% | $5,202+11.8% | $5,982-2.7% |
| Admin fee / account holder | $116 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |