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 4-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 | $28,435 | $148,534-80.9% | $135,903-79.1% | $139,434-79.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.24% | 79.19%-49.0pp | 68.23%-38.0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $3,634 | $5,243-30.7% | $4,856-25.2% | $4,751-23.5% |
| Participant deferral / active EE | $9,950 | $8,100+22.8% | $7,758+28.3% | $6,710+48.3% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |