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 3-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 | $17,867 | $159,901-88.8% | $146,958-87.8% | $145,922-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.57% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $5,400 | $5,286+2.2% | $4,933+9.5% | $4,660+15.9% |
| Participant deferral / active EE | $5,400 | $8,428-35.9% | $8,070-33.1% | $6,688-19.3% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |