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 | $20,947 | $210,648-90.1% | $177,989-88.2% | $145,922-85.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.92% | 385.86%-360.9pp | 294.48%-269.6pp | 561.29%-536.4pp |
| Employer contribution / active EE | $5,044 | $4,565+10.5% | $3,949+27.7% | $4,660+8.2% |
| Participant deferral / active EE | $7,197 | $6,958+3.4% | $6,276+14.7% | $6,688+7.6% |
| Admin fee / account holder | $37 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |