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 | $21,331 | $148,534-85.6% | $135,903-84.3% | $139,434-84.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.07% | 79.19%-38.1pp | 68.23%-27.2pp | 372.94%-331.9pp |
| Employer contribution / active EE | $4,314 | $5,243-17.7% | $4,856-11.2% | $4,751-9.2% |
| Participant deferral / active EE | $6,899 | $8,100-14.8% | $7,758-11.1% | $6,710+2.8% |
| Admin fee / account holder | $21 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |