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 | $21,716 | $159,901-86.4% | $146,958-85.2% | $145,922-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,432 | $5,286-54.0% | $4,933-50.7% | $4,660-47.8% |
| Participant deferral / active EE | $3,672 | $8,428-56.4% | $8,070-54.5% | $6,688-45.1% |
| Admin fee / account holder | $121 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |