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 | $23,649 | $150,187-84.3% | $120,354-80.4% | $145,922-83.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.53% | 154.07%-138.5pp | 107.15%-91.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,619 | $4,348+6.2% | $3,463+33.4% | $4,660-0.9% |
| Participant deferral / active EE | $7,667 | $6,173+24.2% | $4,991+53.6% | $6,688+14.6% |
| Admin fee / account holder | $79 | $12,207-99.4% | $9,423-99.2% | $13,397-99.4% |