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 7-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 | $30,863 | $171,164-82.0% | $127,761-75.8% | $152,861-79.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 47.18% | 23.54%+23.6pp | 26.14%+21.0pp | 345.32%-298.1pp |
| Employer contribution / active EE | $5,483 | $5,447+0.7% | $4,574+19.9% | $4,762+15.1% |
| Participant deferral / active EE | $13,224 | $7,038+87.9% | $6,021+119.6% | $5,850+126.0% |
| Admin fee / account holder | $103 | $14,530-99.3% | $9,395-98.9% | $11,596-99.1% |