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 | $17,442 | $148,534-88.3% | $135,903-87.2% | $139,434-87.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.30% | 79.19%-44.9pp | 68.23%-33.9pp | 372.94%-338.6pp |
| Employer contribution / active EE | $3,157 | $5,243-39.8% | $4,856-35.0% | $4,751-33.5% |
| Participant deferral / active EE | $9,997 | $8,100+23.4% | $7,758+28.9% | $6,710+49.0% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |