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 9-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 | $15,690 | $102,966-84.8% | $90,281-82.6% | $152,861-89.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.73% | 95.16%-67.4pp | 78.10%-50.4pp | 345.32%-317.6pp |
| Employer contribution / active EE | $2,644 | $3,139-15.8% | $2,854-7.4% | $4,762-44.5% |
| Participant deferral / active EE | $6,284 | $4,281+46.8% | $3,885+61.7% | $5,850+7.4% |
| Admin fee / account holder | $234 | $6,171-96.2% | $5,351-95.6% | $11,596-98.0% |