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 6-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 | $23,379 | $148,534-84.3% | $135,903-82.8% | $139,434-83.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 24.24% | 79.19%-55.0pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $10,127 | $5,243+93.1% | $4,856+108.5% | $4,751+113.2% |
| Participant deferral / active EE | $9,319 | $8,100+15.0% | $7,758+20.1% | $6,710+38.9% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |