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 3-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 | $54,214 | $150,187-63.9% | $120,354-55.0% | $145,922-62.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.30% | 154.07%-138.8pp | 107.15%-91.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,839 | $4,348-11.7% | $3,463+10.9% | $4,660-17.6% |
| Participant deferral / active EE | $12,826 | $6,173+107.8% | $4,991+157.0% | $6,688+91.8% |
| Admin fee / account holder | $266 | $12,207-97.8% | $9,423-97.2% | $13,397-98.0% |