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 3-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 | $29,283 | $176,056-83.4% | $159,436-81.6% | $167,490-82.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.08% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,385 | $5,297-55.0% | $4,829-50.6% | $4,837-50.7% |
| Participant deferral / active EE | $15,210 | $7,750+96.3% | $7,352+106.9% | $6,341+139.9% |
| Admin fee / account holder | $199 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |