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 | $32,313 | $158,398-79.6% | $126,539-74.5% | $142,382-77.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.14% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,717 | $4,650+1.4% | $3,674+28.4% | $4,299+9.7% |
| Participant deferral / active EE | $5,952 | $4,767+24.9% | $4,083+45.8% | $6,507-8.5% |
| Admin fee / account holder | $294 | $6,918-95.8% | $6,065-95.2% | $12,624-97.7% |