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 5-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 | $31,223 | $159,901-80.5% | $146,958-78.8% | $145,922-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.44% | 98.13%-71.7pp | 418.34%-391.9pp | 561.29%-534.9pp |
| Employer contribution / active EE | $4,379 | $5,286-17.2% | $4,933-11.2% | $4,660-6.0% |
| Participant deferral / active EE | $11,085 | $8,428+31.5% | $8,070+37.4% | $6,688+65.7% |
| Admin fee / account holder | $60 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |