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 4-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 | $21,440 | $159,901-86.6% | $146,958-85.4% | $145,922-85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.72% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,336 | $5,286-36.9% | $4,933-32.4% | $4,660-28.4% |
| Participant deferral / active EE | $9,449 | $8,428+12.1% | $8,070+17.1% | $6,688+41.3% |
| Admin fee / account holder | $150 | $15,044-99.0% | $12,998-98.8% | $13,397-98.9% |