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 | $26,271 | $96,635-72.8% | $86,612-69.7% | $139,434-81.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.25% | 106.41%-86.2pp | 591.07%-570.8pp | 372.94%-352.7pp |
| Employer contribution / active EE | $4,559 | $3,263+39.7% | $3,022+50.8% | $4,751-4.0% |
| Participant deferral / active EE | $10,640 | $4,836+120.0% | $4,438+139.8% | $6,710+58.6% |
| Admin fee / account holder | $228 | $6,408-96.4% | $5,614-95.9% | $11,403-98.0% |