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 | $23,044 | $169,032-86.4% | $129,207-82.2% | $145,922-84.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.51% | 14330.11%-14313.6pp | 9417.33%-9400.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $4,537 | $5,537-18.1% | $4,153+9.2% | $4,660-2.6% |
| Participant deferral / active EE | $21,132 | $4,987+323.7% | $4,168+407.1% | $6,688+216.0% |
| Admin fee / account holder | $46 | $9,954-99.5% | $7,715-99.4% | $13,397-99.7% |