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 5-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 | $34,341 | $183,519-81.3% | $155,509-77.9% | $145,922-76.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.27% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,277 | $5,313-57.1% | $4,672-51.3% | $4,660-51.1% |
| Participant deferral / active EE | $6,556 | $6,462+1.5% | $5,626+16.5% | $6,688-2.0% |
| Admin fee / account holder | $59 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |