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 | $23,476 | $115,770-79.7% | $101,248-76.8% | $158,922-85.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.37% | 56.14%-35.8pp | 46.47%-26.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,572 | $4,175-62.3% | $3,660-57.0% | $4,761-67.0% |
| Participant deferral / active EE | $6,845 | $4,957+38.1% | $4,370+56.6% | $5,982+14.4% |
| Admin fee / account holder | $79 | $7,245-98.9% | $5,945-98.7% | $11,246-99.3% |