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 3-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 | $27,643 | $158,398-82.5% | $126,539-78.2% | $142,382-80.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.54% | 593.76%-572.2pp | 425.95%-404.4pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,164 | $4,650-53.5% | $3,674-41.1% | $4,299-49.7% |
| Participant deferral / active EE | $11,821 | $4,767+148.0% | $4,083+189.5% | $6,507+81.7% |
| Admin fee / account holder | $51 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |