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 5-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 | $16,717 | $148,534-88.7% | $135,903-87.7% | $139,434-88.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.06% | 79.19%-54.1pp | 68.23%-43.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,417 | $5,243-53.9% | $4,856-50.2% | $4,751-49.1% |
| Participant deferral / active EE | $4,545 | $8,100-43.9% | $7,758-41.4% | $6,710-32.3% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |