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 10-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 | $21,580 | $105,859-79.6% | $90,160-76.1% | $147,584-85.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 26.98% | 37.63%-10.6pp | 34.88%-7.9pp | 578.55%-551.6pp |
| Employer contribution / active EE | $9,272 | $4,126+124.7% | $3,318+179.5% | $4,876+90.1% |
| Participant deferral / active EE | $5,252 | $5,733-8.4% | $5,288-0.7% | $5,439-3.4% |
| Admin fee / account holder | $54 | $8,046-99.3% | $5,943-99.1% | $10,885-99.5% |