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 | $22,062 | $148,534-85.1% | $135,903-83.8% | $139,434-84.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.02% | 79.19%-52.2pp | 68.23%-41.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $3,672 | $5,243-30.0% | $4,856-24.4% | $4,751-22.7% |
| Participant deferral / active EE | $9,909 | $8,100+22.3% | $7,758+27.7% | $6,710+47.7% |
| Admin fee / account holder | $58 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |