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 | $19,046 | $102,966-81.5% | $90,281-78.9% | $152,861-87.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.31% | 95.16%-66.9pp | 78.10%-49.8pp | 345.32%-317.0pp |
| Employer contribution / active EE | $3,372 | $3,139+7.4% | $2,854+18.1% | $4,762-29.2% |
| Participant deferral / active EE | $5,439 | $4,281+27.0% | $3,885+40.0% | $5,850-7.0% |
| Admin fee / account holder | $213 | $6,171-96.6% | $5,351-96.0% | $11,596-98.2% |