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 6-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 | $17,990 | $169,032-89.4% | $129,207-86.1% | $145,922-87.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.66% | 14330.11%-14314.5pp | 9417.33%-9401.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,463 | $5,537-73.6% | $4,153-64.8% | $4,660-68.6% |
| Participant deferral / active EE | $5,740 | $4,987+15.1% | $4,168+37.7% | $6,688-14.2% |
| Admin fee / account holder | $94 | $9,954-99.1% | $7,715-98.8% | $13,397-99.3% |