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 | $22,691 | $172,478-86.8% | $145,661-84.4% | $142,382-84.1% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.2%+12.8pp | 80.1%+9.9pp |
| Annual return | 91.74% | 151.09%-59.4pp | 101.46%-9.7pp | 217.08%-125.3pp |
| Employer contribution / active EE | $1,587 | $4,899-67.6% | $4,238-62.6% | $4,299-63.1% |
| Participant deferral / active EE | $8,173 | $8,348-2.1% | $7,198+13.5% | $6,507+25.6% |
| Admin fee / account holder | $27 | $16,864-99.8% | $12,466-99.8% | $12,624-99.8% |