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 | $25,743 | $148,534-82.7% | $135,903-81.1% | $139,434-81.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.74% | 79.19%-29.5pp | 68.23%-18.5pp | 372.94%-323.2pp |
| Employer contribution / active EE | $2,807 | $5,243-46.5% | $4,856-42.2% | $4,751-40.9% |
| Participant deferral / active EE | $9,346 | $8,100+15.4% | $7,758+20.5% | $6,710+39.3% |
| Admin fee / account holder | $29 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |