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 4-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 | $25,001 | $210,648-88.1% | $177,989-86.0% | $145,922-82.9% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 26.69% | 385.86%-359.2pp | 294.48%-267.8pp | 561.29%-534.6pp |
| Employer contribution / active EE | $2,578 | $4,565-43.5% | $3,949-34.7% | $4,660-44.7% |
| Participant deferral / active EE | $6,276 | $6,958-9.8% | $6,2760% | $6,688-6.2% |
| Admin fee / account holder | $140 | $12,013-98.8% | $10,363-98.7% | $13,397-99.0% |