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 | $24,525 | $148,534-83.5% | $135,903-82.0% | $139,434-82.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.29% | 79.19%-47.9pp | 68.23%-36.9pp | 372.94%-341.6pp |
| Employer contribution / active EE | $3,194 | $5,243-39.1% | $4,856-34.2% | $4,751-32.8% |
| Participant deferral / active EE | $7,462 | $8,100-7.9% | $7,758-3.8% | $6,710+11.2% |
| Admin fee / account holder | $294 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |