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 | $25,512 | $105,126-75.7% | $94,646-73.0% | $139,434-81.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 31.75% | 38.03%-6.3pp | 156.71%-125.0pp | 372.94%-341.2pp |
| Employer contribution / active EE | $6,490 | $4,106+58.1% | $3,672+76.7% | $4,751+36.6% |
| Participant deferral / active EE | $6,839 | $7,599-10.0% | $7,418-7.8% | $6,710+1.9% |
| Admin fee / account holder | $17 | $8,984-99.8% | $7,231-99.8% | $11,403-99.8% |