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 6-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 | $15,300 | $124,185-87.7% | $108,410-85.9% | $167,490-90.9% |
| Participation rate | 95.5% | 82.3%+13.2pp | 80.1%+15.3pp | 82.1%+13.3pp |
| Annual return | 334.32% | 1379.64%-1045.3pp | 905.27%-571.0pp | 478.56%-144.2pp |
| Employer contribution / active EE | $3,173 | $4,187-24.2% | $3,558-10.8% | $4,837-34.4% |
| Participant deferral / active EE | $7,841 | $6,908+13.5% | $6,563+19.5% | $6,341+23.7% |
| Admin fee / account holder | $57 | $9,455-99.4% | $7,295-99.2% | $12,309-99.5% |