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 | $31,593 | $150,187-79.0% | $120,354-73.7% | $145,922-78.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 23.29% | 154.07%-130.8pp | 107.15%-83.9pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,733 | $4,348-60.1% | $3,463-50.0% | $4,660-62.8% |
| Participant deferral / active EE | $10,338 | $6,173+67.5% | $4,991+107.1% | $6,688+54.6% |
| Admin fee / account holder | $137 | $12,207-98.9% | $9,423-98.6% | $13,397-99.0% |