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 | $19,397 | $159,901-87.9% | $146,958-86.8% | $145,922-86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.04% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,552 | $5,286-51.7% | $4,933-48.3% | $4,660-45.2% |
| Participant deferral / active EE | $13,189 | $8,428+56.5% | $8,070+63.4% | $6,688+97.2% |
| Admin fee / account holder | $26 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |