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 | $30,005 | $94,752-68.3% | $112,887-73.4% | $139,434-78.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 61.01% | 40.88%+20.1pp | 34.10%+26.9pp | 372.94%-311.9pp |
| Employer contribution / active EE | $5,359 | $4,625+15.9% | $4,563+17.4% | $4,751+12.8% |
| Participant deferral / active EE | $9,920 | $6,512+52.3% | $6,513+52.3% | $6,710+47.8% |
| Admin fee / account holder | $28 | $8,527-99.7% | $7,047-99.6% | $11,403-99.8% |