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 | $20,007 | $124,281-83.9% | $109,143-81.7% | $167,490-88.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 29.87% | 26.04%+3.8pp | 25.75%+4.1pp | 478.56%-448.7pp |
| Employer contribution / active EE | $3,221 | $4,207-23.4% | $3,722-13.5% | $4,837-33.4% |
| Participant deferral / active EE | $7,464 | $5,255+42.0% | $4,653+60.4% | $6,341+17.7% |
| Admin fee / account holder | $9 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |