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 | $24,191 | $183,519-86.8% | $155,509-84.4% | $145,922-83.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.18% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $7,725 | $5,313+45.4% | $4,672+65.3% | $4,660+65.8% |
| Participant deferral / active EE | $4,090 | $6,462-36.7% | $5,626-27.3% | $6,688-38.8% |
| Admin fee / account holder | $70 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |