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 | $45,089 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,271 | $5,286-57.0% | $4,933-54.0% | $4,660-51.3% |
| Participant deferral / active EE | $9,936 | $8,428+17.9% | $8,070+23.1% | $6,688+48.6% |
| Admin fee / account holder | $267 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |