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 8-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 | $29,393 | $107,334-72.6% | $92,893-68.4% | $152,861-80.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.92% | 145.58%-120.7pp | 109.41%-84.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,961 | $4,221-53.5% | $3,653-46.3% | $4,762-58.8% |
| Participant deferral / active EE | $5,689 | $4,845+17.4% | $4,236+34.3% | $5,850-2.8% |
| Admin fee / account holder | $203 | $7,079-97.1% | $5,794-96.5% | $11,596-98.2% |