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 | $26,529 | $105,126-74.8% | $94,646-72.0% | $139,434-81.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 35.97% | 38.03%-2.1pp | 156.71%-120.7pp | 372.94%-337.0pp |
| Employer contribution / active EE | $3,267 | $4,106-20.4% | $3,672-11.0% | $4,751-31.2% |
| Participant deferral / active EE | $7,773 | $7,599+2.3% | $7,418+4.8% | $6,710+15.8% |
| Admin fee / account holder | $130 | $8,984-98.5% | $7,231-98.2% | $11,403-98.9% |