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 7-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 | $19,157 | $106,584-82.0% | $101,326-81.1% | $142,382-86.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 57.10% | 36.93%+20.2pp | 36.82%+20.3pp | 217.08%-160.0pp |
| Employer contribution / active EE | $2,769 | $3,956-30.0% | $3,665-24.5% | $4,299-35.6% |
| Participant deferral / active EE | $16,550 | $8,297+99.5% | $7,994+107.0% | $6,507+154.3% |
| Admin fee / account holder | $83 | $11,446-99.3% | $11,185-99.3% | $12,624-99.3% |