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 3-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 | $17,147 | $202,432-91.5% | $169,368-89.9% | $139,434-87.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 201.91% | 531.74%-329.8pp | 405.60%-203.7pp | 372.94%-171.0pp |
| Employer contribution / active EE | $1,354 | $4,692-71.1% | $4,013-66.3% | $4,751-71.5% |
| Participant deferral / active EE | $13,258 | $6,938+91.1% | $6,221+113.1% | $6,710+97.6% |
| Admin fee / account holder | $213 | $10,708-98.0% | $9,003-97.6% | $11,403-98.1% |