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 6-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 | $25,057 | $124,319-79.8% | $111,297-77.5% | $167,490-85.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.58% | 37.44%-16.9pp | 54.65%-34.1pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,121 | $3,435-67.4% | $2,731-59.0% | $4,837-76.8% |
| Participant deferral / active EE | $10,588 | $5,180+104.4% | $4,487+135.9% | $6,341+67.0% |
| Admin fee / account holder | $88 | $10,618-99.2% | $7,964-98.9% | $12,309-99.3% |