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 10-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 | $27,535 | $185,822-85.2% | $169,993-83.8% | $139,434-80.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.09% | 60.50%-45.4pp | 53.37%-38.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,945 | $7,590-34.8% | $6,785-27.1% | $4,751+4.1% |
| Participant deferral / active EE | $4,945 | $11,622-57.5% | $10,408-52.5% | $6,710-26.3% |
| Admin fee / account holder | $57 | $15,381-99.6% | $12,815-99.6% | $11,403-99.5% |