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 6-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 | $26,628 | $148,534-82.1% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.31% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $4,255 | $5,243-18.8% | $4,856-12.4% | $4,751-10.4% |
| Participant deferral / active EE | $10,271 | $8,100+26.8% | $7,758+32.4% | $6,710+53.1% |
| Admin fee / account holder | $119 | $12,400-99.0% | $10,762-98.9% | $11,403-99.0% |