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 | $18,540 | $88,751-79.1% | $81,812-77.3% | $145,922-87.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.77% | 1025.40%-1005.6pp | 773.79%-754.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,042 | $3,083-33.8% | $2,912-29.9% | $4,660-56.2% |
| Participant deferral / active EE | $5,789 | $4,643+24.7% | $4,319+34.0% | $6,688-13.4% |
| Admin fee / account holder | $133 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |