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 | $28,834 | $157,256-81.7% | $141,162-79.6% | $152,861-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 39.31% | 64.32%-25.0pp | 71.39%-32.1pp | 345.32%-306.0pp |
| Employer contribution / active EE | $4,674 | $5,261-11.2% | $4,735-1.3% | $4,762-1.9% |
| Participant deferral / active EE | $9,980 | $7,109+40.4% | $6,709+48.7% | $5,850+70.6% |
| Admin fee / account holder | $177 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |