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 7-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 | $20,063 | $159,901-87.5% | $146,958-86.3% | $145,922-86.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.94% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,437 | $5,286-35.0% | $4,933-30.3% | $4,660-26.2% |
| Participant deferral / active EE | $3,292 | $8,428-60.9% | $8,070-59.2% | $6,688-50.8% |
| Admin fee / account holder | $295 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |