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 | $26,025 | $114,381-77.2% | $107,525-75.8% | $142,382-81.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 61.01% | 242.71%-181.7pp | 181.32%-120.3pp | 217.08%-156.1pp |
| Employer contribution / active EE | $5,479 | $4,015+36.5% | $3,754+46.0% | $4,299+27.4% |
| Participant deferral / active EE | $11,538 | $5,564+107.4% | $5,116+125.5% | $6,507+77.3% |
| Admin fee / account holder | $173 | $9,860-98.2% | $8,919-98.1% | $12,624-98.6% |