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 | $29,481 | $108,919-72.9% | $100,391-70.6% | $145,922-79.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.09% | 57.88%-39.8pp | 49.20%-31.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $4,112 | $4,419-7.0% | $3,942+4.3% | $4,660-11.8% |
| Participant deferral / active EE | $4,112 | $8,445-51.3% | $8,082-49.1% | $6,688-38.5% |
| Admin fee / account holder | $39 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |