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 | $23,389 | $157,256-85.1% | $141,162-83.4% | $152,861-84.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.08% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $13,027 | $5,261+147.6% | $4,735+175.1% | $4,762+173.5% |
| Participant deferral / active EE | $6,786 | $7,109-4.6% | $6,709+1.1% | $5,850+16.0% |
| Admin fee / account holder | $129 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |