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 | $40,537 | $159,901-74.6% | $146,958-72.4% | $145,922-72.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.61% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,292 | $5,286-75.6% | $4,933-73.8% | $4,660-72.3% |
| Participant deferral / active EE | $8,838 | $8,428+4.9% | $8,070+9.5% | $6,688+32.1% |
| Admin fee / account holder | $75 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |