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 8-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 | $24,876 | $226,064-89.0% | $182,532-86.4% | $152,861-83.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.15% | 192.51%-180.4pp | 148.54%-136.4pp | 345.32%-333.2pp |
| Employer contribution / active EE | $3,463 | $4,978-30.4% | $4,076-15.0% | $4,762-27.3% |
| Participant deferral / active EE | $8,807 | $6,368+38.3% | $5,524+59.4% | $5,850+50.5% |
| Admin fee / account holder | $104 | $10,703-99.0% | $8,592-98.8% | $11,596-99.1% |