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 5-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 | $32,249 | $159,901-79.8% | $146,958-78.1% | $145,922-77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.70% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,972 | $5,286-62.7% | $4,933-60.0% | $4,660-57.7% |
| Participant deferral / active EE | $4,826 | $8,428-42.7% | $8,070-40.2% | $6,688-27.8% |
| Admin fee / account holder | $183 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |