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 | $28,984 | $169,032-82.9% | $129,207-77.6% | $145,922-80.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.68% | 14330.11%-14320.4pp | 9417.33%-9407.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,347 | $5,537-75.7% | $4,153-67.6% | $4,660-71.1% |
| Participant deferral / active EE | $5,033 | $4,987+0.9% | $4,168+20.8% | $6,688-24.7% |
| Admin fee / account holder | $28 | $9,954-99.7% | $7,715-99.6% | $13,397-99.8% |