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 | $21,244 | $100,773-78.9% | $88,946-76.1% | $142,382-85.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.06% | 70.18%-48.1pp | 57.82%-35.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,386 | $2,918+16.0% | $2,555+32.5% | $4,299-21.3% |
| Participant deferral / active EE | $7,932 | $5,230+51.7% | $4,581+73.1% | $6,507+21.9% |
| Admin fee / account holder | $155 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |