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 | $26,992 | $183,519-85.3% | $155,509-82.6% | $145,922-81.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 26.14% | 61.17%-35.0pp | 64.67%-38.5pp | 561.29%-535.1pp |
| Employer contribution / active EE | $3,321 | $5,313-37.5% | $4,672-28.9% | $4,660-28.7% |
| Participant deferral / active EE | $7,401 | $6,462+14.5% | $5,626+31.6% | $6,688+10.7% |
| Admin fee / account holder | $43 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |