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 6-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 | $22,340 | $115,770-80.7% | $101,248-77.9% | $158,922-85.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 35.16% | 56.14%-21.0pp | 46.47%-11.3pp | 302.83%-267.7pp |
| Employer contribution / active EE | $2,169 | $4,175-48.0% | $3,660-40.7% | $4,761-54.4% |
| Participant deferral / active EE | $8,826 | $4,957+78.0% | $4,370+102.0% | $5,982+47.5% |
| Admin fee / account holder | $187 | $7,245-97.4% | $5,945-96.9% | $11,246-98.3% |