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 3-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 | $21,551 | $88,751-75.7% | $81,812-73.7% | $145,922-85.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.59% | 1025.40%-1000.8pp | 773.79%-749.2pp | 561.29%-536.7pp |
| Employer contribution / active EE | $9,088 | $3,083+194.8% | $2,912+212.1% | $4,660+95.0% |
| Participant deferral / active EE | $5,405 | $4,643+16.4% | $4,319+25.2% | $6,688-19.2% |
| Admin fee / account holder | $190 | $8,415-97.7% | $7,386-97.4% | $13,397-98.6% |