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 4-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 | $54,553 | $159,901-65.9% | $146,958-62.9% | $145,922-62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.86% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,478 | $5,286-34.2% | $4,933-29.5% | $4,660-25.4% |
| Participant deferral / active EE | $15,450 | $8,428+83.3% | $8,070+91.5% | $6,688+131.0% |
| Admin fee / account holder | $116 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |