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 8-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 | $17,482 | $107,334-83.7% | $92,893-81.2% | $152,861-88.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.79% | 145.58%-114.8pp | 109.41%-78.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $2,539 | $4,221-39.9% | $3,653-30.5% | $4,762-46.7% |
| Participant deferral / active EE | $6,376 | $4,845+31.6% | $4,236+50.5% | $5,850+9.0% |
| Admin fee / account holder | $25 | $7,079-99.6% | $5,794-99.6% | $11,596-99.8% |