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 | $25,248 | $148,534-83.0% | $135,903-81.4% | $139,434-81.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.82% | 79.19%-55.4pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $4,321 | $5,243-17.6% | $4,856-11.0% | $4,751-9.0% |
| Participant deferral / active EE | $12,963 | $8,100+60.0% | $7,758+67.1% | $6,710+93.2% |
| Admin fee / account holder | $90 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |