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 4-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 | $21,760 | $183,519-88.1% | $155,509-86.0% | $145,922-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.23% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,518 | $5,313-33.8% | $4,672-24.7% | $4,660-24.5% |
| Participant deferral / active EE | $11,380 | $6,462+76.1% | $5,626+102.3% | $6,688+70.2% |
| Admin fee / account holder | $29 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |