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 | $23,625 | $108,919-78.3% | $100,391-76.5% | $145,922-83.8% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 25.66% | 57.88%-32.2pp | 49.20%-23.5pp | 561.29%-535.6pp |
| Employer contribution / active EE | $3,621 | $4,419-18.1% | $3,942-8.1% | $4,660-22.3% |
| Participant deferral / active EE | $9,003 | $8,445+6.6% | $8,082+11.4% | $6,688+34.6% |
| Admin fee / account holder | $11 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |