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 8-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 | $23,336 | $175,202-86.7% | $149,673-84.4% | $139,434-83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.97% | 166.71%-146.7pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,265 | $5,474-58.6% | $4,818-53.0% | $4,751-52.3% |
| Participant deferral / active EE | $4,172 | $6,519-36.0% | $5,680-26.6% | $6,710-37.8% |
| Admin fee / account holder | -$167 | $16,150-101.0% | $13,210-101.3% | $11,403-101.5% |