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 | $22,428 | $157,256-85.7% | $141,162-84.1% | $152,861-85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.74% | 64.32%-31.6pp | 71.39%-38.7pp | 345.32%-312.6pp |
| Employer contribution / active EE | $2,450 | $5,261-53.4% | $4,735-48.3% | $4,762-48.5% |
| Participant deferral / active EE | $6,333 | $7,109-10.9% | $6,709-5.6% | $5,850+8.3% |
| Admin fee / account holder | $147 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |