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 3-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 | $26,583 | $148,534-82.1% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 90.88% | 79.19%+11.7pp | 68.23%+22.6pp | 372.94%-282.1pp |
| Employer contribution / active EE | $8,161 | $5,243+55.7% | $4,856+68.1% | $4,751+71.8% |
| Participant deferral / active EE | $12,530 | $8,100+54.7% | $7,758+61.5% | $6,710+86.7% |
| Admin fee / account holder | $142 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |