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 4-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 | $19,687 | $150,187-86.9% | $120,354-83.6% | $145,922-86.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.38% | 154.07%-136.7pp | 107.15%-89.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,111 | $4,348-51.4% | $3,463-39.0% | $4,660-54.7% |
| Participant deferral / active EE | $4,228 | $6,173-31.5% | $4,991-15.3% | $6,688-36.8% |
| Admin fee / account holder | $96 | $12,207-99.2% | $9,423-99.0% | $13,397-99.3% |