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 | $27,211 | $185,822-85.4% | $169,993-84.0% | $139,434-80.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.85% | 60.50%-42.6pp | 53.37%-35.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,990 | $7,590-73.8% | $6,785-70.7% | $4,751-58.1% |
| Participant deferral / active EE | $12,347 | $11,622+6.2% | $10,408+18.6% | $6,710+84.0% |
| Admin fee / account holder | $119 | $15,381-99.2% | $12,815-99.1% | $11,403-99.0% |