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 | $17,654 | $148,534-88.1% | $135,903-87.0% | $139,434-87.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 45.56% | 79.19%-33.6pp | 68.23%-22.7pp | 372.94%-327.4pp |
| Employer contribution / active EE | $7,163 | $5,243+36.6% | $4,856+47.5% | $4,751+50.8% |
| Participant deferral / active EE | $3,977 | $8,100-50.9% | $7,758-48.7% | $6,710-40.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |