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 | $23,216 | $175,202-86.7% | $149,673-84.5% | $139,434-83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.51% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $7,040 | $5,474+28.6% | $4,818+46.1% | $4,751+48.2% |
| Participant deferral / active EE | $4,971 | $6,519-23.7% | $5,680-12.5% | $6,710-25.9% |
| Admin fee / account holder | $133 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |