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 | $24,630 | $138,065-82.2% | $123,544-80.1% | $135,375-81.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.86% | 153.68%-142.8pp | 119.20%-108.3pp | 519.73%-508.9pp |
| Employer contribution / active EE | $4,243 | $5,151-17.6% | $4,628-8.3% | $4,779-11.2% |
| Participant deferral / active EE | $8,887 | $6,799+30.7% | $6,426+38.3% | $5,609+58.5% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |