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 | $19,588 | $183,519-89.3% | $155,509-87.4% | $145,922-86.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.06% | 61.17%-41.1pp | 64.67%-44.6pp | 561.29%-541.2pp |
| Employer contribution / active EE | $3,898 | $5,313-26.6% | $4,672-16.6% | $4,660-16.4% |
| Participant deferral / active EE | $5,553 | $6,462-14.1% | $5,626-1.3% | $6,688-17.0% |
| Admin fee / account holder | $35 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |