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 5-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 | $12,366 | $102,604-87.9% | $86,188-85.7% | $139,434-91.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 27.70% | 1922.51%-1894.8pp | 1168.45%-1140.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $3,146 | $3,032+3.7% | $2,380+32.2% | $4,751-33.8% |
| Participant deferral / active EE | $3,487 | $4,676-25.4% | $3,985-12.5% | $6,710-48.0% |
| Admin fee / account holder | $44 | $8,657-99.5% | $6,852-99.4% | $11,403-99.6% |