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 | $24,018 | $138,065-82.6% | $123,544-80.6% | $135,375-82.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.28% | 153.68%-151.4pp | 119.20%-116.9pp | 519.73%-517.5pp |
| Employer contribution / active EE | $4,517 | $5,151-12.3% | $4,628-2.4% | $4,779-5.5% |
| Participant deferral / active EE | $8,237 | $6,799+21.1% | $6,426+28.2% | $5,609+46.9% |
| Admin fee / account holder | $32 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |