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 | $23,204 | $202,432-88.5% | $169,368-86.3% | $139,434-83.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 38.38% | 531.74%-493.4pp | 405.60%-367.2pp | 372.94%-334.6pp |
| Employer contribution / active EE | $5,424 | $4,692+15.6% | $4,013+35.2% | $4,751+14.2% |
| Participant deferral / active EE | $12,376 | $6,938+78.4% | $6,221+98.9% | $6,710+84.4% |
| Admin fee / account holder | $16 | $10,708-99.9% | $9,003-99.8% | $11,403-99.9% |