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 | $15,493 | $105,126-85.3% | $94,646-83.6% | $139,434-88.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 56.90% | 38.03%+18.9pp | 156.71%-99.8pp | 372.94%-316.0pp |
| Employer contribution / active EE | $4,545 | $4,106+10.7% | $3,672+23.8% | $4,751-4.3% |
| Participant deferral / active EE | $9,700 | $7,599+27.6% | $7,418+30.8% | $6,710+44.6% |
| Admin fee / account holder | $55 | $8,984-99.4% | $7,231-99.2% | $11,403-99.5% |