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 | $23,868 | $148,534-83.9% | $135,903-82.4% | $139,434-82.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.54% | 79.19%-47.7pp | 68.23%-36.7pp | 372.94%-341.4pp |
| Employer contribution / active EE | $3,539 | $5,243-32.5% | $4,856-27.1% | $4,751-25.5% |
| Participant deferral / active EE | $9,957 | $8,100+22.9% | $7,758+28.3% | $6,710+48.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |