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 | $33,232 | $176,056-81.1% | $159,436-79.2% | $167,490-80.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6708.82% | 331.75%+6377.1pp | 263.57%+6445.2pp | 478.56%+6230.3pp |
| Employer contribution / active EE | $1,762 | $5,297-66.7% | $4,829-63.5% | $4,837-63.6% |
| Participant deferral / active EE | $2,910 | $7,750-62.5% | $7,352-60.4% | $6,341-54.1% |
| Admin fee / account holder | $179 | $12,554-98.6% | $10,799-98.3% | $12,309-98.5% |