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 8-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 | $24,059 | $126,574-81.0% | $106,213-77.3% | $145,922-83.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.10% | 224.79%-214.7pp | 116.14%-106.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,629 | $3,730-56.3% | $3,171-48.6% | $4,660-65.0% |
| Participant deferral / active EE | $4,606 | $5,724-19.5% | $5,016-8.2% | $6,688-31.1% |
| Admin fee / account holder | $200 | $17,304-98.8% | $11,033-98.2% | $13,397-98.5% |