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 | $15,354 | $169,032-90.9% | $129,207-88.1% | $145,922-89.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.24% | 14330.11%-14313.9pp | 9417.33%-9401.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,318 | $5,537-22.0% | $4,153+4.0% | $4,660-7.3% |
| Participant deferral / active EE | $10,340 | $4,987+107.3% | $4,168+148.1% | $6,688+54.6% |
| Admin fee / account holder | $156 | $9,954-98.4% | $7,715-98.0% | $13,397-98.8% |