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 3-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 | $19,710 | $210,648-90.6% | $177,989-88.9% | $145,922-86.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.81% | 385.86%-371.1pp | 294.48%-279.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,160 | $4,565-52.7% | $3,949-45.3% | $4,660-53.6% |
| Participant deferral / active EE | $5,400 | $6,958-22.4% | $6,276-14.0% | $6,688-19.3% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |