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 | $22,652 | $154,117-85.3% | $129,995-82.6% | $139,434-83.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 34.44% | 32.48%+2.0pp | -137.18%+171.6pp | 372.94%-338.5pp |
| Employer contribution / active EE | $3,585 | $5,289-32.2% | $4,320-17.0% | $4,751-24.5% |
| Participant deferral / active EE | $10,943 | $6,710+63.1% | $5,820+88.0% | $6,710+63.1% |
| Admin fee / account holder | $190 | $14,007-98.6% | $10,614-98.2% | $11,403-98.3% |