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 | $19,204 | $158,398-87.9% | $126,539-84.8% | $142,382-86.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.14% | 593.76%-571.6pp | 425.95%-403.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,973 | $4,650-36.1% | $3,674-19.1% | $4,299-30.8% |
| Participant deferral / active EE | $4,319 | $4,767-9.4% | $4,083+5.8% | $6,507-33.6% |
| Admin fee / account holder | $159 | $6,918-97.7% | $6,065-97.4% | $12,624-98.7% |