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 6-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 | $22,495 | $96,635-76.7% | $86,612-74.0% | $139,434-83.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.87% | 106.41%-81.5pp | 591.07%-566.2pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,173 | $3,263-33.4% | $3,022-28.1% | $4,751-54.3% |
| Participant deferral / active EE | $5,195 | $4,836+7.4% | $4,438+17.1% | $6,710-22.6% |
| Admin fee / account holder | $158 | $6,408-97.5% | $5,614-97.2% | $11,403-98.6% |