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 | $28,524 | $81,632-65.1% | $70,449-59.5% | $158,922-82.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.26% | 208.40%-186.1pp | 109.03%-86.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $12,623 | $3,217+292.4% | $2,737+361.3% | $4,761+165.1% |
| Participant deferral / active EE | $5,396 | $4,554+18.5% | $3,709+45.5% | $5,982-9.8% |
| Admin fee / account holder | $44 | $6,193-99.3% | $3,845-98.9% | $11,246-99.6% |