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 | $19,880 | $117,983-83.1% | $101,794-80.5% | $142,382-86.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 46.45% | 36.92%+9.5pp | 30.53%+15.9pp | 217.08%-170.6pp |
| Employer contribution / active EE | $6,843 | $2,773+146.8% | $2,289+198.9% | $4,299+59.2% |
| Participant deferral / active EE | $6,871 | $4,714+45.8% | $4,084+68.2% | $6,507+5.6% |
| Admin fee / account holder | $36 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |