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 10-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 | $30,698 | $159,901-80.8% | $146,958-79.1% | $145,922-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.34% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,419 | $5,286-73.2% | $4,933-71.2% | $4,660-69.5% |
| Participant deferral / active EE | $3,384 | $8,428-59.9% | $8,070-58.1% | $6,688-49.4% |
| Admin fee / account holder | $162 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |