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 5-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 | $19,644 | $156,846-87.5% | $121,098-83.8% | $139,434-85.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 35.39% | 1474.56%-1439.2pp | 985.75%-950.4pp | 372.94%-337.6pp |
| Employer contribution / active EE | $2,132 | $5,536-61.5% | $4,164-48.8% | $4,751-55.1% |
| Participant deferral / active EE | $7,877 | $4,844+62.6% | $4,080+93.1% | $6,710+17.4% |
| Admin fee / account holder | $209 | $6,946-97.0% | $5,644-96.3% | $11,403-98.2% |