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 9-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 | $10,864 | $102,966-89.4% | $90,281-88.0% | $152,861-92.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.68% | 95.16%-65.5pp | 78.10%-48.4pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,439 | $3,139-22.3% | $2,854-14.5% | $4,762-48.8% |
| Participant deferral / active EE | $5,515 | $4,281+28.8% | $3,885+41.9% | $5,850-5.7% |
| Admin fee / account holder | $184 | $6,171-97.0% | $5,351-96.6% | $11,596-98.4% |