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 | $18,041 | $99,877-81.9% | $84,966-78.8% | $145,922-87.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.09% | 83.76%-64.7pp | 66.38%-47.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $8,039 | $3,231+148.8% | $2,727+194.8% | $4,660+72.5% |
| Participant deferral / active EE | $9,501 | $5,291+79.6% | $4,519+110.2% | $6,688+42.1% |
| Admin fee / account holder | $30 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |