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 | $21,916 | $156,846-86.0% | $121,098-81.9% | $139,434-84.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 31.76% | 1474.56%-1442.8pp | 985.75%-954.0pp | 372.94%-341.2pp |
| Employer contribution / active EE | $6,436 | $5,536+16.3% | $4,164+54.6% | $4,751+35.5% |
| Participant deferral / active EE | $5,456 | $4,844+12.6% | $4,080+33.7% | $6,710-18.7% |
| Admin fee / account holder | $101 | $6,946-98.5% | $5,644-98.2% | $11,403-99.1% |