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 | $18,472 | $175,202-89.5% | $149,673-87.7% | $139,434-86.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 31.34% | 166.71%-135.4pp | 134.42%-103.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $4,011 | $5,474-26.7% | $4,818-16.7% | $4,751-15.6% |
| Participant deferral / active EE | $5,856 | $6,519-10.2% | $5,680+3.1% | $6,710-12.7% |
| Admin fee / account holder | $9 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |