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 | $18,701 | $183,519-89.8% | $155,509-88.0% | $145,922-87.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.72% | 61.17%-44.4pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,916 | $5,313-63.9% | $4,672-59.0% | $4,660-58.9% |
| Participant deferral / active EE | $2,907 | $6,462-55.0% | $5,626-48.3% | $6,688-56.5% |
| Admin fee / account holder | $31 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |