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 7-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 | $19,140 | $183,519-89.6% | $155,509-87.7% | $145,922-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.07% | 61.17%-43.1pp | 64.67%-46.6pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,981 | $5,313-43.9% | $4,672-36.2% | $4,660-36.0% |
| Participant deferral / active EE | $5,743 | $6,462-11.1% | $5,626+2.1% | $6,688-14.1% |
| Admin fee / account holder | $18 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |