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 | $16,979 | $96,635-82.4% | $86,612-80.4% | $139,434-87.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.81% | 106.41%-80.6pp | 591.07%-565.3pp | 372.94%-347.1pp |
| Employer contribution / active EE | $3,548 | $3,263+8.7% | $3,022+17.4% | $4,751-25.3% |
| Participant deferral / active EE | $5,349 | $4,836+10.6% | $4,438+20.5% | $6,710-20.3% |
| Admin fee / account holder | $198 | $6,408-96.9% | $5,614-96.5% | $11,403-98.3% |