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 | $25,340 | $158,398-84.0% | $126,539-80.0% | $142,382-82.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.57% | 593.76%-573.2pp | 425.95%-405.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,441 | $4,650-47.5% | $3,674-33.6% | $4,299-43.2% |
| Participant deferral / active EE | $2,819 | $4,767-40.9% | $4,083-30.9% | $6,507-56.7% |
| Admin fee / account holder | $51 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |