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 | $31,359 | $159,901-80.4% | $146,958-78.7% | $145,922-78.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,709 | $5,286-29.8% | $4,933-24.8% | $4,660-20.4% |
| Participant deferral / active EE | $7,726 | $8,428-8.3% | $8,070-4.3% | $6,688+15.5% |
| Admin fee / account holder | $137 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |