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 | $21,102 | $159,602-86.8% | $150,045-85.9% | $142,382-85.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.69% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $10,533 | $4,961+112.3% | $4,693+124.4% | $4,299+145.0% |
| Participant deferral / active EE | $4,570 | $8,310-45.0% | $7,997-42.9% | $6,507-29.8% |
| Admin fee / account holder | $208 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |