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 8-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 | $23,346 | $176,377-86.8% | $134,143-82.6% | $158,922-85.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.55% | 63.63%-46.1pp | 36.33%-18.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,012 | $5,040-79.9% | $3,704-72.7% | $4,761-78.7% |
| Participant deferral / active EE | $5,598 | $4,091+36.8% | $3,499+60.0% | $5,982-6.4% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |