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 9-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 | $25,427 | $110,502-77.0% | $80,716-68.5% | $167,490-84.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 27.05% | 120.54%-93.5pp | 87.28%-60.2pp | 478.56%-451.5pp |
| Employer contribution / active EE | $1,513 | $1,543-1.9% | $1,160+30.5% | $4,837-68.7% |
| Participant deferral / active EE | $5,014 | $2,871+74.7% | $2,146+133.7% | $6,341-20.9% |
| Admin fee / account holder | $181 | $4,545-96.0% | $3,380-94.6% | $12,309-98.5% |