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 | $22,871 | $133,922-82.9% | $116,228-80.3% | $142,382-83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.66% | 147.76%-125.1pp | 90.06%-67.4pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,641 | $3,446-23.4% | $2,994-11.8% | $4,299-38.6% |
| Participant deferral / active EE | $5,005 | $5,672-11.8% | $4,953+1.1% | $6,507-23.1% |
| Admin fee / account holder | $37 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |