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 4-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 | $25,585 | $210,648-87.9% | $177,989-85.6% | $145,922-82.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.56% | 385.86%-371.3pp | 294.48%-279.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,609 | $4,565-64.8% | $3,949-59.3% | $4,660-65.5% |
| Participant deferral / active EE | $10,319 | $6,958+48.3% | $6,276+64.4% | $6,688+54.3% |
| Admin fee / account holder | $161 | $12,013-98.7% | $10,363-98.4% | $13,397-98.8% |