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 | $25,828 | $157,256-83.6% | $141,162-81.7% | $152,861-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.48% | 64.32%-33.8pp | 71.39%-40.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $3,793 | $5,261-27.9% | $4,735-19.9% | $4,762-20.4% |
| Participant deferral / active EE | $6,358 | $7,109-10.6% | $6,709-5.2% | $5,850+8.7% |
| Admin fee / account holder | $91 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |