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 | $29,389 | $159,901-81.6% | $146,958-80.0% | $145,922-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.45% | 98.13%-76.7pp | 418.34%-396.9pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,506 | $5,286-71.5% | $4,933-69.5% | $4,660-67.7% |
| Participant deferral / active EE | $11,970 | $8,428+42.0% | $8,070+48.3% | $6,688+79.0% |
| Admin fee / account holder | $148 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |