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 | $16,971 | $183,519-90.8% | $155,509-89.1% | $145,922-88.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 17.81% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,708 | $5,313-49.0% | $4,672-42.0% | $4,660-41.9% |
| Participant deferral / active EE | $4,250 | $6,462-34.2% | $5,626-24.5% | $6,688-36.4% |
| Admin fee / account holder | $36 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |