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 | $22,291 | $112,881-80.3% | $90,951-75.5% | $158,922-86.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 45.21% | 215.79%-170.6pp | 134.60%-89.4pp | 302.83%-257.6pp |
| Employer contribution / active EE | $3,039 | $2,893+5.0% | $2,122+43.2% | $4,761-36.2% |
| Participant deferral / active EE | $2,648 | $4,128-35.8% | $3,373-21.5% | $5,982-55.7% |
| Admin fee / account holder | $218 | $8,041-97.3% | $5,959-96.3% | $11,246-98.1% |