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 | $20,792 | $118,450-82.4% | $98,439-78.9% | $139,434-85.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 36.32% | 18.94%+17.4pp | 21.16%+15.2pp | 372.94%-336.6pp |
| Employer contribution / active EE | $5,392 | $3,609+49.4% | $3,048+76.9% | $4,751+13.5% |
| Participant deferral / active EE | $6,579 | $5,392+22.0% | $4,738+38.9% | $6,710-2.0% |
| Admin fee / account holder | $19 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |