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 | $24,317 | $118,849-79.5% | $96,562-74.8% | $167,490-85.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.89% | 50.49%-24.6pp | 37.78%-11.9pp | 478.56%-452.7pp |
| Employer contribution / active EE | $3,809 | $3,120+22.1% | $2,356+61.6% | $4,837-21.3% |
| Participant deferral / active EE | $5,329 | $4,616+15.5% | $3,849+38.5% | $6,341-16.0% |
| Admin fee / account holder | $135 | $8,065-98.3% | $6,181-97.8% | $12,309-98.9% |