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 | $32,032 | $81,632-60.8% | $70,449-54.5% | $158,922-79.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.64% | 208.40%-181.8pp | 109.03%-82.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $4,192 | $3,217+30.3% | $2,737+53.2% | $4,761-11.9% |
| Participant deferral / active EE | $4,075 | $4,554-10.5% | $3,709+9.9% | $5,982-31.9% |
| Admin fee / account holder | $281 | $6,193-95.5% | $3,845-92.7% | $11,246-97.5% |