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 3-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 | $13,217 | $106,515-87.6% | $96,683-86.3% | $139,434-90.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 46.08% | 38.43%+7.7pp | 35.69%+10.4pp | 372.94%-326.9pp |
| Employer contribution / active EE | $2,672 | $4,103-34.9% | $3,737-28.5% | $4,751-43.8% |
| Participant deferral / active EE | $7,584 | $5,454+39.1% | $4,878+55.5% | $6,710+13.0% |
| Admin fee / account holder | $152 | $7,877-98.1% | $6,730-97.7% | $11,403-98.7% |