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 9-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 | $18,633 | $102,966-81.9% | $90,281-79.4% | $152,861-87.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.38% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,084 | $3,139-1.7% | $2,854+8.1% | $4,762-35.2% |
| Participant deferral / active EE | $3,027 | $4,281-29.3% | $3,885-22.1% | $5,850-48.3% |
| Admin fee / account holder | $174 | $6,171-97.2% | $5,351-96.7% | $11,596-98.5% |