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 | $19,705 | $74,888-73.7% | $71,209-72.3% | $142,382-86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.59% | 345.14%-315.6pp | 282.51%-252.9pp | 217.08%-187.5pp |
| Employer contribution / active EE | $4,353 | $2,854+52.5% | $2,721+60.0% | $4,299+1.3% |
| Participant deferral / active EE | $8,311 | $4,454+86.6% | $4,175+99.1% | $6,507+27.7% |
| Admin fee / account holder | $29 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |