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 | $32,291 | $102,828-68.6% | $105,387-69.4% | $152,861-78.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 65.39% | 20.85%+44.5pp | 26.82%+38.6pp | 345.32%-279.9pp |
| Employer contribution / active EE | $5,189 | $4,473+16.0% | $4,213+23.2% | $4,762+9.0% |
| Participant deferral / active EE | $7,044 | $5,465+28.9% | $5,502+28.0% | $5,850+20.4% |
| Admin fee / account holder | $4 | $8,683-100.0% | $6,559-99.9% | $11,596-100.0% |